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Salient Private Client’s McDonald's MCD Stock Holding History

Salient Private Client’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
2018
Q3 		$9.93M Sell
59,365
-345
-0.6% -$55.3K 1.94% 12
2018
Q2 		$9.36M Sell
59,710
-3,229
-5% -$524K 1.57% 14
2018
Q1 		$9.84M Buy
62,939
+3,644
+6% +$599K 1.73% 13
2017
Q4 		$10.2M Buy
+59,295
New +$9.96M 2.09% 12

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Salient Private Client's MCD Position: Q3 2018 in Review

Salient Private Client reduced its McDonald's (MCD) stake by 0.58% in Q3 2018, selling an estimated $55.3K and leaving 59,365 shares worth $9.93M. The position accounts for 1.94% of the portfolio, ranked #12.

Salient Private Client first reported a position in MCD in Q4 2017 and has held it in 4 quarters since. The position peaked at $10.2M in Q4 2017. 1,842 funds tracked by Wall St. Rank hold MCD as of Q3 2018.

  • Salient Private Client held 59,365 shares of McDonald's worth $9.93M as of Q3 2018.
  • Salient Private Client sold 345 McDonald's shares in Q3 2018, an estimated $55.3K.
  • McDonald's made up 1.94% of Salient Private Client's portfolio in Q3 2018, its #12 holding.
  • Salient Private Client first reported a position in McDonald's in Q4 2017 and has held it in 4 quarters since.
  • Salient Private Client's McDonald's position peaked at $10.2M in Q4 2017.
  • 1,842 funds tracked by Wall St. Rank held McDonald's as of Q3 2018.

Based on Salient Private Client's 13F filing for Q3 2018, filed 14 Nov 2018.