Stux Capital Management’s McDonald's MCD Stock Holding History

Stux Capital 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 Q2	–	Sell	-12,200	Closed	-$1.2M	–	482
2014 Q1	$1.2M	Sell	12,200 -400	-3%	-$38.2K	0.15%	186
2013 Q4	$1.22M	Buy	12,600 +200	+2%	+$19.2K	0.15%	176
2013 Q3	$1.19M	Sell	12,400 -1,000	-7%	-$97.6K	0.16%	178
2013 Q2	$1.33M	Buy	+13,400	New	+$1.34M	0.17%	180

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Stux Capital Management's MCD Position: Q2 2014 in Review

Stux Capital Management sold out of McDonald's (MCD) in Q2 2014, closing a stake of 12,200 shares — an estimated $1.2M sold.

Stux Capital Management first reported a position in MCD in Q2 2013 and held it in 4 quarters. The position peaked at $1.33M in Q2 2013. 1,488 funds tracked by Wall St. Rank hold MCD as of Q2 2014.

Stux Capital Management reported no remaining McDonald's position as of Q2 2014 after selling out during the quarter.
Stux Capital Management sold 12,200 McDonald's shares in Q2 2014, an estimated $1.2M.
Stux Capital Management first reported a position in McDonald's in Q2 2013 and held it in 4 quarters.
Stux Capital Management's McDonald's position peaked at $1.33M in Q2 2013.
1,488 funds tracked by Wall St. Rank held McDonald's as of Q2 2014.

Based on Stux Capital Management's 13F filing for Q2 2014, filed 14 Jul 2014.