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

Security 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
2015 Q4	–	Sell	-3,064	Closed	-$302K	–	78
2015 Q3	$302K	Sell	3,064 -490	-14%	-$47.7K	0.32%	64
2015 Q2	$338K	Sell	3,554 -261	-7%	-$25.2K	0.31%	68
2015 Q1	$372K	Sell	3,815 -550	-13%	-$52.2K	0.36%	61
2014 Q4	$409K	Buy	+4,365	New	+$409K	0.41%	61

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Security Asset Management's MCD Position: Q4 2015 in Review

Security Asset Management sold out of McDonald's (MCD) in Q4 2015, closing a stake of 3,064 shares — an estimated $302K sold.

Security Asset Management first reported a position in MCD in Q4 2014 and held it in 4 quarters. The position peaked at $409K in Q4 2014. 1,590 funds tracked by Wall St. Rank hold MCD as of Q4 2015.

Security Asset Management reported no remaining McDonald's position as of Q4 2015 after selling out during the quarter.
Security Asset Management sold 3,064 McDonald's shares in Q4 2015, an estimated $302K.
Security Asset Management first reported a position in McDonald's in Q4 2014 and held it in 4 quarters.
Security Asset Management's McDonald's position peaked at $409K in Q4 2014.
1,590 funds tracked by Wall St. Rank held McDonald's as of Q4 2015.

Based on Security Asset Management's 13F filing for Q4 2015, filed 16 Mar 2017.