SEI Trust Company’s McDonald's MCD Stock Holding History

SEI Trust Company’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
2014 Q3	$5.94M	Buy	62,683 +13,889	+28%	+$1.32M	0.06%	369
2014 Q2	$4.92M	Sell	48,794 -6,165	-11%	-$622K	0.05%	419
2014 Q1	$5.39M	Sell	54,959 -13,201	-19%	-$1.26M	0.05%	383
2013 Q4	$6.61M	Sell	68,160 -24,506	-26%	-$2.35M	0.06%	339
2013 Q3	$8.91M	Buy	92,666 +54,901	+145%	+$5.36M	0.1%	240
2013 Q2	$3.74M	Buy	+37,765	New	+$3.78M	0.05%	399

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

SEI Trust Company's MCD Position: Q3 2014 in Review

SEI Trust Company increased its McDonald's (MCD) stake by 28% in Q3 2014, buying an estimated $1.32M and bringing the position to 62,683 shares worth $5.94M. The position accounts for 0.06% of the portfolio, ranked #369.

SEI Trust Company first reported a position in MCD in Q2 2013 and has held it in 6 quarters since. The position peaked at $8.91M in Q3 2013. 1,482 funds tracked by Wall St. Rank hold MCD as of Q3 2014.

SEI Trust Company held 62,683 shares of McDonald's worth $5.94M as of Q3 2014.
SEI Trust Company bought 13,889 McDonald's shares in Q3 2014, an estimated $1.32M.
McDonald's made up 0.06% of SEI Trust Company's portfolio in Q3 2014, its #369 holding.
SEI Trust Company first reported a position in McDonald's in Q2 2013 and has held it in 6 quarters since.
SEI Trust Company's McDonald's position peaked at $8.91M in Q3 2013.
1,482 funds tracked by Wall St. Rank held McDonald's as of Q3 2014.

Based on SEI Trust Company's 13F filing for Q3 2014, filed 28 Oct 2014.