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Trellus Management Company’s McDonald's MCD Stock Holding History

Trellus Management Company’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
2015
Q2 		– Sell
-10,000
Closed -$974K – 109
2015
Q1 		$974K Buy
+10,000
New +$949K 1.16% 23

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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Trellus Management Company's MCD Position: Q2 2015 in Review

Trellus Management Company sold out of McDonald's (MCD) in Q2 2015, closing a stake of 10,000 shares — an estimated $974K sold.

Trellus Management Company first reported a position in MCD in Q1 2015 and held it in 1 quarter. The position peaked at $974K in Q1 2015. 1,497 funds tracked by Wall St. Rank hold MCD as of Q2 2015.

  • Trellus Management Company reported no remaining McDonald's position as of Q2 2015 after selling out during the quarter.
  • Trellus Management Company sold 10,000 McDonald's shares in Q2 2015, an estimated $974K.
  • Trellus Management Company first reported a position in McDonald's in Q1 2015 and held it in 1 quarter.
  • Trellus Management Company's McDonald's position peaked at $974K in Q1 2015.
  • 1,497 funds tracked by Wall St. Rank held McDonald's as of Q2 2015.

Based on Trellus Management Company's 13F filing for Q2 2015, filed 12 Aug 2015.