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Strategic Wealth Management’s McDonald's MCD Stock Holding History

Strategic Wealth Management’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
Q4 		– Sell
-6,532
Closed -$619K – 54
2014
Q3 		$619K Buy
+6,532
New +$623K 0.64% 37

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 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Strategic Wealth Management's MCD Position: Q4 2014 in Review

Strategic Wealth Management sold out of McDonald's (MCD) in Q4 2014, closing a stake of 6,532 shares — an estimated $619K sold.

Strategic Wealth Management first reported a position in MCD in Q3 2014 and held it in 1 quarter. The position peaked at $619K in Q3 2014. 1,554 funds tracked by Wall St. Rank hold MCD as of Q4 2014.

  • Strategic Wealth Management reported no remaining McDonald's position as of Q4 2014 after selling out during the quarter.
  • Strategic Wealth Management sold 6,532 McDonald's shares in Q4 2014, an estimated $619K.
  • Strategic Wealth Management first reported a position in McDonald's in Q3 2014 and held it in 1 quarter.
  • Strategic Wealth Management's McDonald's position peaked at $619K in Q3 2014.
  • 1,554 funds tracked by Wall St. Rank held McDonald's as of Q4 2014.

Based on Strategic Wealth Management's 13F filing for Q4 2014, filed 26 Jan 2015.