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Sterne Agee Group’s McDonald's MCD Stock Holding History

Sterne Agee Group’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 		$2.54M Buy
25,895
+7,039
+37% +$668K 0.37% 83
2014
Q4 		$1.77M Sell
18,856
-4,137
-18% -$387K 0.27% 116
2014
Q3 		$2.18M Buy
22,993
+642
+3% +$61.2K 0.35% 89
2014
Q2 		$2.25M Buy
22,351
+5,348
+31% +$540K 0.38% 83
2014
Q1 		$1.67M Buy
+17,003
New +$1.63M 0.33% 102
2013
Q4 		– Sell
-4,845
Closed -$466K – 253
2013
Q3 		$466K Buy
4,845
+199
+4% +$19.4K 0.18% 132
2013
Q2 		$460K Buy
+4,646
New +$465K 0.16% 143

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

Sterne Agee Group's MCD Position: Q1 2015 in Review

Sterne Agee Group increased its McDonald's (MCD) stake by 37% in Q1 2015, buying an estimated $668K and bringing the position to 25,895 shares worth $2.54M. The position accounts for 0.37% of the portfolio, ranked #83.

Sterne Agee Group first reported a position in MCD in Q2 2013 and has held it in 7 quarters since. 1,542 funds tracked by Wall St. Rank hold MCD as of Q1 2015.

  • Sterne Agee Group held 25,895 shares of McDonald's worth $2.54M as of Q1 2015.
  • Sterne Agee Group bought 7,039 McDonald's shares in Q1 2015, an estimated $668K.
  • McDonald's made up 0.37% of Sterne Agee Group's portfolio in Q1 2015, its #83 holding.
  • Sterne Agee Group first reported a position in McDonald's in Q2 2013 and has held it in 7 quarters since.
  • 1,542 funds tracked by Wall St. Rank held McDonald's as of Q1 2015.

Based on Sterne Agee Group's 13F filing for Q1 2015, filed 13 May 2015.