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Tower Trust’s McDonald's MCD Stock Holding History

Tower 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
Q1 		$1.62M Sell
16,511
-400
-2% -$38.2K 1.02% 28
2013
Q4 		$1.64M Buy
16,911
+132
+0.8% +$12.7K 0.99% 30
2013
Q3 		$1.61M Sell
16,779
-981
-6% -$95.8K 1.09% 29
2013
Q2 		$1.76M Buy
+17,760
New +$1.78M 1.26% 25

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Tower Trust's MCD Position: Q1 2014 in Review

Tower Trust reduced its McDonald's (MCD) stake by 2.4% in Q1 2014, selling an estimated $38.2K and leaving 16,511 shares worth $1.62M. The position accounts for 1.02% of the portfolio, ranked #28.

Tower Trust first reported a position in MCD in Q2 2013 and has held it in 4 quarters since. The position peaked at $1.76M in Q2 2013. 1,480 funds tracked by Wall St. Rank hold MCD as of Q1 2014.

  • Tower Trust held 16,511 shares of McDonald's worth $1.62M as of Q1 2014.
  • Tower Trust sold 400 McDonald's shares in Q1 2014, an estimated $38.2K.
  • McDonald's made up 1.02% of Tower Trust's portfolio in Q1 2014, its #28 holding.
  • Tower Trust first reported a position in McDonald's in Q2 2013 and has held it in 4 quarters since.
  • Tower Trust's McDonald's position peaked at $1.76M in Q2 2013.
  • 1,480 funds tracked by Wall St. Rank held McDonald's as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.