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Princeton Portfolio Strategies Group’s McDonald's MCD Stock Holding History

Princeton Portfolio Strategies Group’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
Q3 		– Sell
-2,975
Closed -$300K – 121
2014
Q2 		$300K Buy
+2,975
New +$300K 0.13% 105

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Princeton Portfolio Strategies Group's MCD Position: Q3 2014 in Review

Princeton Portfolio Strategies Group sold out of McDonald's (MCD) in Q3 2014, closing a stake of 2,975 shares — an estimated $300K sold.

Princeton Portfolio Strategies Group first reported a position in MCD in Q2 2014 and held it in 1 quarter. The position peaked at $300K in Q2 2014. 1,482 funds tracked by Wall St. Rank hold MCD as of Q3 2014.

  • Princeton Portfolio Strategies Group reported no remaining McDonald's position as of Q3 2014 after selling out during the quarter.
  • Princeton Portfolio Strategies Group sold 2,975 McDonald's shares in Q3 2014, an estimated $300K.
  • Princeton Portfolio Strategies Group first reported a position in McDonald's in Q2 2014 and held it in 1 quarter.
  • Princeton Portfolio Strategies Group's McDonald's position peaked at $300K in Q2 2014.
  • 1,482 funds tracked by Wall St. Rank held McDonald's as of Q3 2014.

Based on Princeton Portfolio Strategies Group's 13F filing for Q3 2014, filed 13 Nov 2014.