Spectrum Advisory Services’s McDonald's MCD Stock Holding History

Spectrum Advisory Services’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	$2.54M	Sell	20,188 -1,676	-8%	-$200K	0.99%	32
2015 Q4	$2.58M	Sell	21,864 -110	-0.5%	-$12.3K	1.03%	34
2015 Q3	$2.17M	Buy	21,974 +200	+0.9%	+$19.5K	0.9%	41
2015 Q2	$2.07M	Sell	21,774 -879	-4%	-$85K	0.79%	48
2015 Q1	$2.21M	Hold	22,653	–	–	0.78%	44
2014 Q4	$2.12M	Hold	22,653	–	–	0.74%	47
2014 Q3	$2.15M	Hold	22,653	–	–	0.78%	43
2014 Q2	$2.28M	Sell	22,653 -100	-0.4%	-$10.1K	0.79%	43
2014 Q1	$2.23M	Hold	22,753	–	–	0.8%	43
2013 Q4	$2.21M	Buy	22,753 +289	+1%	+$27.8K	0.78%	43
2013 Q3	$2.16M	Sell	22,464 -350	-2%	-$34.2K	0.83%	40
2013 Q2	$2.26M	Buy	+22,814	New	+$2.28M	0.91%	38

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

Spectrum Advisory Services's MCD Position: Q1 2016 in Review

Spectrum Advisory Services reduced its McDonald's (MCD) stake by 7.7% in Q1 2016, selling an estimated $200K and leaving 20,188 shares worth $2.54M. The position accounts for 0.99% of the portfolio, ranked #32.

Spectrum Advisory Services first reported a position in MCD in Q2 2013 and has held it in 12 quarters since. The position peaked at $2.58M in Q4 2015. 1,600 funds tracked by Wall St. Rank hold MCD as of Q1 2016.

Spectrum Advisory Services held 20,188 shares of McDonald's worth $2.54M as of Q1 2016.
Spectrum Advisory Services sold 1,676 McDonald's shares in Q1 2016, an estimated $200K.
McDonald's made up 0.99% of Spectrum Advisory Services's portfolio in Q1 2016, its #32 holding.
Spectrum Advisory Services first reported a position in McDonald's in Q2 2013 and has held it in 12 quarters since.
Spectrum Advisory Services's McDonald's position peaked at $2.58M in Q4 2015.
1,600 funds tracked by Wall St. Rank held McDonald's as of Q1 2016.

Based on Spectrum Advisory Services's 13F filing for Q1 2016, filed 12 May 2016.