Simply Money Advisors’s McDonald's MCD Stock Holding History

Simply Money Advisors’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 Q2	–	Sell	-300	Closed	-$29K	–	33
2014 Q1	$29K	Buy	300 +278	+1,264%	+$26.6K	﹤0.01%	31
2013 Q4	$2K	Buy	+22	New	+$2.11K	﹤0.01%	67
2013 Q3	–	Sell	-200	Closed	-$20K	–	269
2013 Q2	$20K	Buy	+200	New	+$20K	﹤0.01%	109

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Simply Money Advisors's MCD Position: Q2 2014 in Review

Simply Money Advisors sold out of McDonald's (MCD) in Q2 2014, closing a stake of 300 shares — an estimated $29K sold.

Simply Money Advisors first reported a position in MCD in Q2 2013 and held it in 3 quarters. The position peaked at $29K in Q1 2014. 1,488 funds tracked by Wall St. Rank hold MCD as of Q2 2014.

Simply Money Advisors reported no remaining McDonald's position as of Q2 2014 after selling out during the quarter.
Simply Money Advisors sold 300 McDonald's shares in Q2 2014, an estimated $29K.
Simply Money Advisors first reported a position in McDonald's in Q2 2013 and held it in 3 quarters.
Simply Money Advisors's McDonald's position peaked at $29K in Q1 2014.
1,488 funds tracked by Wall St. Rank held McDonald's as of Q2 2014.

Based on Simply Money Advisors's 13F filing for Q2 2014, filed 17 Jul 2014.