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Stifel Trust’s McDonald's MCD Stock Holding History

Stifel Trust’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
Q3 		$5.73M Sell
60,423
-4,366
-7% -$416K 1.1% 29
2014
Q2 		$6.53M Buy
64,789
+204
+0.3% +$20.6K 1.22% 24
2014
Q1 		$6.33M Sell
64,585
-14,588
-18% -$1.39M 1.2% 27
2013
Q4 		$7.68M Sell
79,173
-3,454
-4% -$332K 1.44% 12
2013
Q3 		$7.95M Sell
82,627
-2,280
-3% -$223K 1.58% 8
2013
Q2 		$8.41M Buy
+84,907
New +$8.5M 1.74% 3

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stifel Trust's MCD Position: Q3 2014 in Review

Stifel Trust reduced its McDonald's (MCD) stake by 6.7% in Q3 2014, selling an estimated $416K and leaving 60,423 shares worth $5.73M. The position accounts for 1.1% of the portfolio, ranked #29.

Stifel Trust first reported a position in MCD in Q2 2013 and has held it in 6 quarters since. The position peaked at $8.41M in Q2 2013. 1,480 funds tracked by Wall St. Rank hold MCD as of Q3 2014.

  • Stifel Trust held 60,423 shares of McDonald's worth $5.73M as of Q3 2014.
  • Stifel Trust sold 4,366 McDonald's shares in Q3 2014, an estimated $416K.
  • McDonald's made up 1.1% of Stifel Trust's portfolio in Q3 2014, its #29 holding.
  • Stifel Trust first reported a position in McDonald's in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's McDonald's position peaked at $8.41M in Q2 2013.
  • 1,480 funds tracked by Wall St. Rank held McDonald's as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.