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Sensible Financial Planning & Management’s McDonald's MCD Stock Holding History

Sensible Financial Planning & 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
Q1 		– Sell
-295
Closed -$28K – 49
2014
Q4 		$28K Buy
+295
New +$27.6K 0.03% 47

Other funds holding MCD

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Sensible Financial Planning & Management's MCD Position: Q1 2015 in Review

Sensible Financial Planning & Management sold out of McDonald's (MCD) in Q1 2015, closing a stake of 295 shares — an estimated $28K sold.

Sensible Financial Planning & Management first reported a position in MCD in Q4 2014 and held it in 1 quarter. The position peaked at $28K in Q4 2014. 1,544 funds tracked by Wall St. Rank hold MCD as of Q1 2015.

  • Sensible Financial Planning & Management reported no remaining McDonald's position as of Q1 2015 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 295 McDonald's shares in Q1 2015, an estimated $28K.
  • Sensible Financial Planning & Management first reported a position in McDonald's in Q4 2014 and held it in 1 quarter.
  • Sensible Financial Planning & Management's McDonald's position peaked at $28K in Q4 2014.
  • 1,544 funds tracked by Wall St. Rank held McDonald's as of Q1 2015.

Based on Sensible Financial Planning & Management's 13F filing for Q1 2015, filed 14 May 2015.