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Sanibel Captiva Investment Advisers’s McDonald's MCD Stock Holding History

Sanibel Captiva Investment Advisers’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
Q4 		$2.99M Buy
30,845
+8,573
+38% +$824K 1.85% 19
2013
Q3 		$2.14M Buy
22,272
+813
+4% +$79.4K 1.65% 22
2013
Q2 		$2.12M Buy
+21,459
New +$2.15M 2.07% 19

Other funds holding MCD

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Sanibel Captiva Investment Advisers's MCD Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers increased its McDonald's (MCD) stake by 38% in Q4 2013, buying an estimated $824K and bringing the position to 30,845 shares worth $2.99M. The position accounts for 1.85% of the portfolio, ranked #19.

Sanibel Captiva Investment Advisers first reported a position in MCD in Q2 2013 and has held it in 3 quarters since. 1,494 funds tracked by Wall St. Rank hold MCD as of Q4 2013.

  • Sanibel Captiva Investment Advisers held 30,845 shares of McDonald's worth $2.99M as of Q4 2013.
  • Sanibel Captiva Investment Advisers bought 8,573 McDonald's shares in Q4 2013, an estimated $824K.
  • McDonald's made up 1.85% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #19 holding.
  • Sanibel Captiva Investment Advisers first reported a position in McDonald's in Q2 2013 and has held it in 3 quarters since.
  • 1,494 funds tracked by Wall St. Rank held McDonald's as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.