Quotient Investors’s McDonald's MCD Stock Holding History

Quotient Investors’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	-8,500	Closed	-$1.3M	–	157
2017 Q2	$1.3M	Sell	8,500 -3,100	-27%	-$448K	0.93%	43
2017 Q1	$1.5M	Sell	11,600 -300	-3%	-$37.6K	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%	-$1.03M	0.68%	53
2016 Q1	$2.53M	Buy	20,114 +1,954	+11%	+$234K	0.93%	30
2015 Q4	$2.15M	Sell	18,160 -12,784	-41%	-$1.43M	0.82%	42
2015 Q3	$3.05M	Sell	30,944 -13,663	-31%	-$1.33M	0.67%	48
2015 Q2	$4.24M	Hold	44,607	–	–	0.58%	48
2015 Q1	$4.35M	Buy	44,607 +14,900	+50%	+$1.41M	0.59%	49
2014 Q4	$2.78M	Hold	29,707	–	–	0.57%	57
2014 Q3	$2.82M	Buy	29,707 +4,400	+17%	+$420K	0.61%	55
2014 Q2	$2.55M	Sell	25,307 -56	-0.2%	-$5.65K	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%	-$9.76K	0.64%	48
2013 Q2	$2.52M	Buy	+25,463	New	+$2.55M	0.71%	41

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Quotient Investors's MCD Position: Q3 2017 in Review

Quotient Investors sold out of McDonald's (MCD) in Q3 2017, closing a stake of 8,500 shares — an estimated $1.3M sold.

Quotient Investors first reported a position in MCD in Q2 2013 and held it in 17 quarters. The position peaked at $4.35M in Q1 2015. 1,718 funds tracked by Wall St. Rank hold MCD as of Q3 2017.

Quotient Investors reported no remaining McDonald's position as of Q3 2017 after selling out during the quarter.
Quotient Investors sold 8,500 McDonald's shares in Q3 2017, an estimated $1.3M.
Quotient Investors first reported a position in McDonald's in Q2 2013 and held it in 17 quarters.
Quotient Investors's McDonald's position peaked at $4.35M in Q1 2015.
1,718 funds tracked by Wall St. Rank held McDonald's as of Q3 2017.

Based on Quotient Investors's 13F filing for Q3 2017, filed 18 Oct 2017.