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Private Harbour Investment Management & Counsel’s McDonald's MCD Stock Holding History

Private Harbour Investment Management & Counsel’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
2017
Q3 		– Sell
-12,377
Closed -$1.9M – 84
2017
Q2 		$1.9M Sell
12,377
-692
-5% -$100K 1.56% 24
2017
Q1 		$1.69M Sell
13,069
-460
-3% -$57.7K 1.39% 30
2016
Q4 		$1.65M Sell
13,529
-286
-2% -$33.5K 1.49% 26
2016
Q3 		$1.59M Sell
13,815
-620
-4% -$73.5K 1.36% 30
2016
Q2 		$1.74M Sell
14,435
-695
-5% -$87K 1.43% 29
2016
Q1 		$1.9M Sell
15,130
-10,675
-41% -$1.28M 1.7% 23
2015
Q4 		$3.05M Sell
25,805
-2,365
-8% -$264K 2.52% 10
2015
Q3 		$2.78M Sell
28,170
-75
-0.3% -$7.31K 2.28% 14
2015
Q2 		$2.69M Sell
28,245
-4,558
-14% -$441K 1.9% 21
2015
Q1 		$3.2M Sell
32,803
-2,045
-6% -$194K 2.17% 14
2014
Q4 		$3.27M Sell
34,848
-2,340
-6% -$219K 2.28% 13
2014
Q3 		$3.53M Buy
37,188
+975
+3% +$93K 2.18% 14
2014
Q2 		$3.65M Buy
36,213
+515
+1% +$52K 2.17% 11
2014
Q1 		$3.5M Sell
35,698
-483
-1% -$46.2K 2.27% 11
2013
Q4 		$3.51M Buy
36,181
+382
+1% +$36.7K 2.25% 10
2013
Q3 		$3.44M Sell
35,799
-7,912
-18% -$772K 2.34% 6
2013
Q2 		$4.33M Buy
+43,711
New +$4.38M 3.11% 3

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Private Harbour Investment Management & Counsel's MCD Position: Q3 2017 in Review

Private Harbour Investment Management & Counsel sold out of McDonald's (MCD) in Q3 2017, closing a stake of 12,377 shares — an estimated $1.9M sold.

Private Harbour Investment Management & Counsel first reported a position in MCD in Q2 2013 and held it in 17 quarters. The position peaked at $4.33M in Q2 2013. 1,718 funds tracked by Wall St. Rank hold MCD as of Q3 2017.

  • Private Harbour Investment Management & Counsel reported no remaining McDonald's position as of Q3 2017 after selling out during the quarter.
  • Private Harbour Investment Management & Counsel sold 12,377 McDonald's shares in Q3 2017, an estimated $1.9M.
  • Private Harbour Investment Management & Counsel first reported a position in McDonald's in Q2 2013 and held it in 17 quarters.
  • Private Harbour Investment Management & Counsel's McDonald's position peaked at $4.33M in Q2 2013.
  • 1,718 funds tracked by Wall St. Rank held McDonald's as of Q3 2017.

Based on Private Harbour Investment Management & Counsel's 13F filing for Q3 2017, filed 6 Nov 2017.