Security National Bank of Sioux City Iowa’s McDonald's MCD Stock Holding History

Security National Bank of Sioux City Iowa’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 Q2	–	Sell	-8,371	Closed	-$1.05M	–	71
2016 Q1	$1.05M	Sell	8,371 -1,310	-14%	-$157K	1.23%	38
2015 Q4	$1.14M	Buy	9,681 +78	+0.8%	+$8.72K	1.13%	40
2015 Q3	$946K	Sell	9,603 -15	-0.2%	-$1.46K	1.11%	50
2015 Q2	$915K	Buy	9,618 +125	+1%	+$12.1K	1%	57
2015 Q1	$925K	Buy	9,493 +468	+5%	+$44.4K	1%	56
2014 Q4	$845K	Sell	9,025 -138	-2%	-$12.9K	0.95%	53
2014 Q3	$869K	Buy	9,163 +645	+8%	+$61.5K	0.97%	55
2014 Q2	$858K	Buy	8,518 +120	+1%	+$12.1K	0.97%	55
2014 Q1	$823K	Buy	8,398 +50	+0.6%	+$4.78K	0.96%	57
2013 Q4	$810K	Buy	8,348 +590	+8%	+$56.7K	0.98%	57
2013 Q3	$747K	Buy	7,758 +183	+2%	+$17.9K	1.08%	53
2013 Q2	$750K	Buy	+7,575	New	+$759K	1.17%	47

Other funds holding MCD

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Security National Bank of Sioux City Iowa's MCD Position: Q2 2016 in Review

Security National Bank of Sioux City Iowa sold out of McDonald's (MCD) in Q2 2016, closing a stake of 8,371 shares — an estimated $1.05M sold.

Security National Bank of Sioux City Iowa first reported a position in MCD in Q2 2013 and held it in 12 quarters. The position peaked at $1.14M in Q4 2015. 1,581 funds tracked by Wall St. Rank hold MCD as of Q2 2016.

Security National Bank of Sioux City Iowa reported no remaining McDonald's position as of Q2 2016 after selling out during the quarter.
Security National Bank of Sioux City Iowa sold 8,371 McDonald's shares in Q2 2016, an estimated $1.05M.
Security National Bank of Sioux City Iowa first reported a position in McDonald's in Q2 2013 and held it in 12 quarters.
Security National Bank of Sioux City Iowa's McDonald's position peaked at $1.14M in Q4 2015.
1,581 funds tracked by Wall St. Rank held McDonald's as of Q2 2016.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q2 2016, filed 18 Aug 2016.