ParenteBeard Wealth Management’s McDonald's MCD Stock Holding History

ParenteBeard Wealth Management’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$2.36K	Sell	221 -2,370	-91%	-$222K	0.03%	95
2014 Q3	$246K	Sell	2,591 -139	-5%	-$13.3K	0.1%	100
2014 Q2	$275K	Buy	2,730 +119	+5%	+$12K	0.12%	89
2014 Q1	$256K	Sell	2,611 -12,257	-82%	-$1.17M	0.13%	89
2013 Q4	$1.44M	Buy	14,868 +12,207	+459%	+$1.17M	0.57%	51
2013 Q3	$256K	Sell	2,661 -370	-12%	-$36.1K	0.12%	84
2013 Q2	$300K	Buy	+3,031	New	+$304K	0.14%	75

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

ParenteBeard Wealth Management's MCD Position: Q4 2014 in Review

ParenteBeard Wealth Management reduced its McDonald's (MCD) stake by 91% in Q4 2014, selling an estimated $222K and leaving 221 shares worth $2.36K. The position accounts for 0.03% of the portfolio, ranked #95.

ParenteBeard Wealth Management first reported a position in MCD in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.44M in Q4 2013. 1,553 funds tracked by Wall St. Rank hold MCD as of Q4 2014.

ParenteBeard Wealth Management held 221 shares of McDonald's worth $2.36K as of Q4 2014.
ParenteBeard Wealth Management sold 2,370 McDonald's shares in Q4 2014, an estimated $222K.
McDonald's made up 0.03% of ParenteBeard Wealth Management's portfolio in Q4 2014, its #95 holding.
ParenteBeard Wealth Management first reported a position in McDonald's in Q2 2013 and has held it in 7 quarters since.
ParenteBeard Wealth Management's McDonald's position peaked at $1.44M in Q4 2013.
1,553 funds tracked by Wall St. Rank held McDonald's as of Q4 2014.

Based on ParenteBeard Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.