Simmons First Trust’s McDonald's MCD Stock Holding History

Simmons First Trust’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	$1.49M	Buy	+12,637	New	+$1.41M	0.17%	117
2014 Q3	–	Sell	-3,001	Closed	-$302K	–	128
2014 Q2	$302K	Hold	3,001	–	–	0.09%	114
2014 Q1	$294K	Sell	3,001 -50	-2%	-$4.78K	0.09%	105
2013 Q4	$296K	Buy	3,051 +737	+32%	+$70.8K	0.1%	105
2013 Q3	$223K	Buy	2,314 +50	+2%	+$4.88K	0.09%	101
2013 Q2	$224K	Buy	+2,264	New	+$227K	0.11%	88

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

Simmons First Trust's MCD Position: Q4 2015 in Review

Simmons First Trust opened a new position in McDonald's (MCD) in Q4 2015: 12,637 shares worth $1.49M. The stake represents 0.17% of the portfolio and ranks #117 among its holdings. This is a return to the name: Simmons First Trust previously reported a position in MCD as recently as Q2 2014.

Simmons First Trust first reported a position in MCD in Q2 2013 and has held it in 6 quarters since. 1,590 funds tracked by Wall St. Rank hold MCD as of Q4 2015.

Simmons First Trust held 12,637 shares of McDonald's worth $1.49M as of Q4 2015.
McDonald's was a new Simmons First Trust position in Q4 2015.
McDonald's made up 0.17% of Simmons First Trust's portfolio in Q4 2015, its #117 holding.
Simmons First Trust first reported a position in McDonald's in Q2 2013 and has held it in 6 quarters since.
1,590 funds tracked by Wall St. Rank held McDonald's as of Q4 2015.

Based on Simmons First Trust's 13F filing for Q4 2015, filed 1 Feb 2016.