Placemark Investments’s McDonald's MCD Stock Holding History

Placemark 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
2014 Q4	$15.9M	Buy	169,416 +15,166	+10%	+$1.42M	0.28%	81
2014 Q3	$14.6M	Sell	154,250 -2,895	-2%	-$276K	0.27%	78
2014 Q2	$15.8M	Buy	157,145 +24,314	+18%	+$2.45M	0.28%	70
2014 Q1	$13M	Sell	132,831 -135,633	-51%	-$13M	0.25%	80
2013 Q4	$26.1M	Buy	268,464 +21,947	+9%	+$2.11M	0.43%	43
2013 Q3	$23.7M	Buy	246,517 +15,218	+7%	+$1.49M	0.45%	39
2013 Q2	$22.9M	Buy	+231,299	New	+$23.2M	0.49%	32

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

Placemark Investments's MCD Position: Q4 2014 in Review

Placemark Investments increased its McDonald's (MCD) stake by 9.8% in Q4 2014, buying an estimated $1.42M and bringing the position to 169,416 shares worth $15.9M. The position accounts for 0.28% of the portfolio, ranked #81.

Placemark Investments first reported a position in MCD in Q2 2013 and has held it in 7 quarters since. The position peaked at $26.1M in Q4 2013. 1,553 funds tracked by Wall St. Rank hold MCD as of Q4 2014.

Placemark Investments held 169,416 shares of McDonald's worth $15.9M as of Q4 2014.
Placemark Investments bought 15,166 McDonald's shares in Q4 2014, an estimated $1.42M.
McDonald's made up 0.28% of Placemark Investments's portfolio in Q4 2014, its #81 holding.
Placemark Investments first reported a position in McDonald's in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's McDonald's position peaked at $26.1M in Q4 2013.
1,553 funds tracked by Wall St. Rank held McDonald's as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.