Smith Hayes Advisers’s McDonald's MCD Stock Holding History

Smith Hayes Advisers’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 Q1	$1.03M	Buy	8,208 +136	+2%	+$16.3K	0.21%	126
2015 Q4	$954K	Sell	8,072 -323	-4%	-$36.1K	0.2%	135
2015 Q3	$823K	Buy	8,395 +31	+0.4%	+$3.02K	0.18%	144
2015 Q2	$797K	Sell	8,364 -190	-2%	-$18.4K	0.16%	149
2015 Q1	$834K	Buy	8,554 +278	+3%	+$26.4K	0.17%	151
2014 Q4	$775K	Sell	8,276 -11,465	-58%	-$1.07M	0.16%	158
2014 Q3	$1.87M	Sell	19,741 -2,344	-11%	-$224K	0.44%	71
2014 Q2	$2.23M	Sell	22,085 -94	-0.4%	-$9.49K	0.52%	63
2014 Q1	$2.17M	Buy	22,179 +11,523	+108%	+$1.1M	0.54%	56
2013 Q4	$1.03M	Sell	10,656 -451	-4%	-$43.3K	0.34%	94
2013 Q3	$1.07M	Sell	11,107 -272	-2%	-$26.6K	0.41%	79
2013 Q2	$1.13M	Buy	+11,379	New	+$1.14M	0.47%	73

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Smith Hayes Advisers's MCD Position: Q1 2016 in Review

Smith Hayes Advisers increased its McDonald's (MCD) stake by 1.7% in Q1 2016, buying an estimated $16.3K and bringing the position to 8,208 shares worth $1.03M. The position accounts for 0.21% of the portfolio, ranked #126.

Smith Hayes Advisers first reported a position in MCD in Q2 2013 and has held it in 12 quarters since. The position peaked at $2.23M in Q2 2014. 1,600 funds tracked by Wall St. Rank hold MCD as of Q1 2016.

Smith Hayes Advisers held 8,208 shares of McDonald's worth $1.03M as of Q1 2016.
Smith Hayes Advisers bought 136 McDonald's shares in Q1 2016, an estimated $16.3K.
McDonald's made up 0.21% of Smith Hayes Advisers's portfolio in Q1 2016, its #126 holding.
Smith Hayes Advisers first reported a position in McDonald's in Q2 2013 and has held it in 12 quarters since.
Smith Hayes Advisers's McDonald's position peaked at $2.23M in Q2 2014.
1,600 funds tracked by Wall St. Rank held McDonald's as of Q1 2016.

Based on Smith Hayes Advisers's 13F filing for Q1 2016, filed 16 May 2016.