TradeWorx’s McDonald's MCD Stock Holding History

TradeWorx’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	–	Sell	-6,460	Closed	-$651K	–	320
2014 Q2	$651K	Buy	+6,460	New	+$652K	0.53%	41

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TradeWorx's MCD Position: Q3 2014 in Review

TradeWorx sold out of McDonald's (MCD) in Q3 2014, closing a stake of 6,460 shares — an estimated $651K sold.

TradeWorx first reported a position in MCD in Q2 2014 and held it in 1 quarter. The position peaked at $651K in Q2 2014. 1,482 funds tracked by Wall St. Rank hold MCD as of Q3 2014.

TradeWorx reported no remaining McDonald's position as of Q3 2014 after selling out during the quarter.
TradeWorx sold 6,460 McDonald's shares in Q3 2014, an estimated $651K.
TradeWorx first reported a position in McDonald's in Q2 2014 and held it in 1 quarter.
TradeWorx's McDonald's position peaked at $651K in Q2 2014.
1,482 funds tracked by Wall St. Rank held McDonald's as of Q3 2014.

Based on TradeWorx's 13F filing for Q3 2014, filed 1 Oct 2014.