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Regis Management Company’s McDonald's MCD Stock Holding History

Regis Management Company’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
2013
Q3 		– Sell
-10,945
Closed -$1.08M – 51
2013
Q2 		$1.08M Buy
+10,945
New +$1.1M 0.36% 26

Other funds holding MCD

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Regis Management Company's MCD Position: Q3 2013 in Review

Regis Management Company sold out of McDonald's (MCD) in Q3 2013, closing a stake of 10,945 shares — an estimated $1.08M sold.

Regis Management Company first reported a position in MCD in Q2 2013 and held it in 1 quarter. The position peaked at $1.08M in Q2 2013. 1,372 funds tracked by Wall St. Rank hold MCD as of Q3 2013.

  • Regis Management Company reported no remaining McDonald's position as of Q3 2013 after selling out during the quarter.
  • Regis Management Company sold 10,945 McDonald's shares in Q3 2013, an estimated $1.08M.
  • Regis Management Company first reported a position in McDonald's in Q2 2013 and held it in 1 quarter.
  • Regis Management Company's McDonald's position peaked at $1.08M in Q2 2013.
  • 1,372 funds tracked by Wall St. Rank held McDonald's as of Q3 2013.

Based on Regis Management Company's 13F filing for Q3 2013, filed 16 Oct 2013.