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STALEY CAPITAL ADVISERS’s McDonald's MCD Stock Holding History

STALEY CAPITAL 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
2015
Q1 		– Sell
-5,009
Closed -$469K – 146
2014
Q4 		$469K Buy
5,009
+90
+2% +$8.43K 0.05% 80
2014
Q3 		$466K Buy
4,919
+160
+3% +$15.3K 0.06% 82
2014
Q2 		$479K Hold
4,759
– – 0.06% 81
2014
Q1 		$467K Hold
4,759
– – 0.06% 82
2013
Q4 		$462K Sell
4,759
-10,000
-68% -$961K 0.06% 76
2013
Q3 		$1.42M Buy
14,759
+135
+0.9% +$13.2K 0.22% 56
2013
Q2 		$1.45M Buy
+14,624
New +$1.46M 0.23% 55

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

STALEY CAPITAL ADVISERS's MCD Position: Q1 2015 in Review

STALEY CAPITAL ADVISERS sold out of McDonald's (MCD) in Q1 2015, closing a stake of 5,009 shares — an estimated $469K sold.

STALEY CAPITAL ADVISERS first reported a position in MCD in Q2 2013 and held it in 7 quarters. The position peaked at $1.45M in Q2 2013. 1,544 funds tracked by Wall St. Rank hold MCD as of Q1 2015.

  • STALEY CAPITAL ADVISERS reported no remaining McDonald's position as of Q1 2015 after selling out during the quarter.
  • STALEY CAPITAL ADVISERS sold 5,009 McDonald's shares in Q1 2015, an estimated $469K.
  • STALEY CAPITAL ADVISERS first reported a position in McDonald's in Q2 2013 and held it in 7 quarters.
  • STALEY CAPITAL ADVISERS's McDonald's position peaked at $1.45M in Q2 2013.
  • 1,544 funds tracked by Wall St. Rank held McDonald's as of Q1 2015.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2015, filed 11 May 2015.