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Santa Fe Partners’s McDonald's MCD Stock Holding History

Santa Fe Partners’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
2016
Q1 		– Sell
-25,860
Closed -$3.06M – 191
2015
Q4 		$3.06M Sell
25,860
-11,777
-31% -$1.32M 0.5% 39
2015
Q3 		$3.71M Buy
+37,637
New +$3.67M 0.49% 37
2015
Q1 		– Sell
-23,173
Closed -$2.17M – 557
2014
Q4 		$2.17M Buy
+23,173
New +$2.17M 0.27% 150
2014
Q3 		– Sell
-2,574
Closed -$259K – 553
2014
Q2 		$259K Sell
2,574
-7,550
-75% -$762K 0.04% 439
2014
Q1 		$992K Buy
10,124
+7,147
+240% +$683K 0.14% 267
2013
Q4 		$289K Buy
+2,977
New +$286K 0.05% 409

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Santa Fe Partners's MCD Position: Q1 2016 in Review

Santa Fe Partners sold out of McDonald's (MCD) in Q1 2016, closing a stake of 25,860 shares — an estimated $3.06M sold.

Santa Fe Partners first reported a position in MCD in Q4 2013 and held it in 6 quarters. The position peaked at $3.71M in Q3 2015. 1,600 funds tracked by Wall St. Rank hold MCD as of Q1 2016.

  • Santa Fe Partners reported no remaining McDonald's position as of Q1 2016 after selling out during the quarter.
  • Santa Fe Partners sold 25,860 McDonald's shares in Q1 2016, an estimated $3.06M.
  • Santa Fe Partners first reported a position in McDonald's in Q4 2013 and held it in 6 quarters.
  • Santa Fe Partners's McDonald's position peaked at $3.71M in Q3 2015.
  • 1,600 funds tracked by Wall St. Rank held McDonald's as of Q1 2016.

Based on Santa Fe Partners's 13F filing for Q1 2016.