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Scotia Asset Management’s McDonald's MCD Stock Holding History

Scotia Asset Management’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 		$8.24M Buy
85,609
+11,072
+15% +$1.08M 0.41% 36
2013
Q2 		$7.38M Buy
+74,537
New +$7.46M 0.39% 39

Other funds holding MCD

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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

Scotia Asset Management's MCD Position: Q3 2013 in Review

Scotia Asset Management increased its McDonald's (MCD) stake by 15% in Q3 2013, buying an estimated $1.08M and bringing the position to 85,609 shares worth $8.24M. The position accounts for 0.41% of the portfolio, ranked #36.

Scotia Asset Management first reported a position in MCD in Q2 2013 and has held it in 2 quarters since. 1,372 funds tracked by Wall St. Rank hold MCD as of Q3 2013.

  • Scotia Asset Management held 85,609 shares of McDonald's worth $8.24M as of Q3 2013.
  • Scotia Asset Management bought 11,072 McDonald's shares in Q3 2013, an estimated $1.08M.
  • McDonald's made up 0.41% of Scotia Asset Management's portfolio in Q3 2013, its #36 holding.
  • Scotia Asset Management first reported a position in McDonald's in Q2 2013 and has held it in 2 quarters since.
  • 1,372 funds tracked by Wall St. Rank held McDonald's as of Q3 2013.

Based on Scotia Asset Management's 13F filing for Q3 2013, filed 14 Nov 2013.