Security National Bank of So Dak’s McDonald's MCD Stock Holding History

Security National Bank of So Dak’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	-8,989	Closed	-$1.13M	–	76
2016 Q1	$1.13M	Sell	8,989 -115	-1%	-$13.7K	1.6%	27
2015 Q4	$1.08M	Buy	9,104 +491	+6%	+$54.9K	1.51%	29
2015 Q3	$849K	Sell	8,613 -115	-1%	-$11.2K	1.46%	33
2015 Q2	$829K	Sell	8,728 -76	-0.9%	-$7.35K	1.36%	38
2015 Q1	$857K	Buy	8,804 +290	+3%	+$27.5K	1.35%	39
2014 Q4	$798K	Buy	8,514 +132	+2%	+$12.4K	1.18%	41
2014 Q3	$795K	Buy	8,382 +80	+1%	+$7.63K	1.31%	39
2014 Q2	$836K	Sell	8,302 -65	-0.8%	-$6.56K	1.37%	38
2014 Q1	$820K	Sell	8,367 -75	-0.9%	-$7.17K	1.38%	35
2013 Q4	$819K	Buy	8,442 +195	+2%	+$18.7K	1.38%	37
2013 Q3	$793K	Sell	8,247 -40	-0.5%	-$3.9K	1.46%	34
2013 Q2	$820K	Buy	+8,287	New	+$830K	1.4%	27

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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 $544B AUM 28.31% 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 So Dak's MCD Position: Q2 2016 in Review

Security National Bank of So Dak sold out of McDonald's (MCD) in Q2 2016, closing a stake of 8,989 shares — an estimated $1.13M sold.

Security National Bank of So Dak first reported a position in MCD in Q2 2013 and held it in 12 quarters. The position peaked at $1.13M in Q1 2016. 1,581 funds tracked by Wall St. Rank hold MCD as of Q2 2016.

Security National Bank of So Dak reported no remaining McDonald's position as of Q2 2016 after selling out during the quarter.
Security National Bank of So Dak sold 8,989 McDonald's shares in Q2 2016, an estimated $1.13M.
Security National Bank of So Dak first reported a position in McDonald's in Q2 2013 and held it in 12 quarters.
Security National Bank of So Dak's McDonald's position peaked at $1.13M in Q1 2016.
1,581 funds tracked by Wall St. Rank held McDonald's as of Q2 2016.

Based on Security National Bank of So Dak's 13F filing for Q2 2016, filed 18 Aug 2016.