Quotient Investors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-8,500
| Closed | -$1.3M | – | 157 |
|
|
2017
Q2 | $1.3M | Sell |
8,500
-3,100
| -27% | -$475K | 0.93% | 43 |
|
|
2017
Q1 | $1.5M | Sell |
11,600
-300
| -3% | -$38.9K | 0.91% | 39 |
|
|
2016
Q4 | $1.45M | Hold |
11,900
| – | – | 0.91% | 40 |
|
|
2016
Q3 | $1.37M | Hold |
11,900
| – | – | 0.89% | 38 |
|
|
2016
Q2 | $1.43M | Sell |
11,900
-8,214
| -41% | -$988K | 0.68% | 53 |
|
|
2016
Q1 | $2.53M | Buy |
20,114
+1,954
| +11% | +$246K | 0.93% | 30 |
|
|
2015
Q4 | $2.15M | Sell |
18,160
-12,784
| -41% | -$1.51M | 0.82% | 42 |
|
|
2015
Q3 | $3.05M | Sell |
30,944
-13,663
| -31% | -$1.35M | 0.67% | 48 |
|
|
2015
Q2 | $4.24M | Hold |
44,607
| – | – | 0.58% | 48 |
|
|
2015
Q1 | $4.35M | Buy |
44,607
+14,900
| +50% | +$1.45M | 0.59% | 49 |
|
|
2014
Q4 | $2.78M | Hold |
29,707
| – | – | 0.57% | 57 |
|
|
2014
Q3 | $2.82M | Buy |
29,707
+4,400
| +17% | +$417K | 0.61% | 55 |
|
|
2014
Q2 | $2.55M | Sell |
25,307
-56
| -0.2% | -$5.64K | 0.55% | 54 |
|
|
2014
Q1 | $2.49M | Hold |
25,363
| – | – | 0.57% | 57 |
|
|
2013
Q4 | $2.46M | Hold |
25,363
| – | – | 0.58% | 56 |
|
|
2013
Q3 | $2.44M | Sell |
25,363
-100
| -0.4% | -$9.62K | 0.64% | 48 |
|
|
2013
Q2 | $2.52M | Buy |
+25,463
| New | +$2.52M | 0.71% | 41 |
|