Pinnacle Summer Investments’s McDonald's MCD Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$298K	Sell	2,516 -82,103	-97%	-$9.18M	0.04%	178
2015 Q3	$8.26M	Sell	84,619 -60	-0.1%	-$5.84K	1.41%	5
2015 Q2	$8.05M	Sell	84,679 -3,230	-4%	-$312K	1.7%	7
2015 Q1	$8.56M	Sell	87,909 -1,133	-1%	-$107K	1.18%	9
2014 Q4	$8.23M	Sell	89,042 -5,349	-6%	-$501K	1.01%	15
2014 Q3	$8.95M	Sell	94,391 -7,232	-7%	-$690K	0.99%	14
2014 Q2	$9.74M	Buy	101,623 +6,780	+7%	+$684K	1.13%	13
2014 Q1	$9.62M	Sell	94,843 -4,071	-4%	-$389K	1.22%	12
2013 Q4	$9.6M	Buy	98,914 +11,125	+13%	+$1.07M	1.31%	12
2013 Q3	$8.45M	Buy	87,789 +6,541	+8%	+$639K	1.5%	11
2013 Q2	$8.04M	Buy	+81,248	New	+$8.14M	1.98%	5

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFA

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

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

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

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

Pinnacle Summer Investments's MCD Position: Q4 2015 in Review

Pinnacle Summer Investments reduced its McDonald's (MCD) stake by 97% in Q4 2015, selling an estimated $9.18M and leaving 2,516 shares worth $298K. The position accounts for 0.04% of the portfolio, ranked #178.

Pinnacle Summer Investments first reported a position in MCD in Q2 2013 and has held it in 11 quarters since. The position peaked at $9.74M in Q2 2014. 1,591 funds tracked by Wall St. Rank hold MCD as of Q4 2015.

Pinnacle Summer Investments held 2,516 shares of McDonald's worth $298K as of Q4 2015.
Pinnacle Summer Investments sold 82,103 McDonald's shares in Q4 2015, an estimated $9.18M.
McDonald's made up 0.04% of Pinnacle Summer Investments's portfolio in Q4 2015, its #178 holding.
Pinnacle Summer Investments first reported a position in McDonald's in Q2 2013 and has held it in 11 quarters since.
Pinnacle Summer Investments's McDonald's position peaked at $9.74M in Q2 2014.
1,591 funds tracked by Wall St. Rank held McDonald's as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.