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Trust & Fiduciary Management Services’s McDonald's MCD Stock Holding History

Trust & Fiduciary Management Services’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
-383
Closed -$38K – 74
2014
Q1 		$38K Buy
383
+59
+18% +$5.64K 0.02% 106
2013
Q4 		$31K Sell
324
-24
-7% -$2.31K 0.02% 103
2013
Q3 		$34K Buy
348
+22
+7% +$2.15K 0.03% 97
2013
Q2 		$32K Buy
+326
New +$32.6K 0.02% 99

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Trust & Fiduciary Management Services's MCD Position: Q2 2014 in Review

Trust & Fiduciary Management Services sold out of McDonald's (MCD) in Q2 2014, closing a stake of 383 shares — an estimated $38K sold.

Trust & Fiduciary Management Services first reported a position in MCD in Q2 2013 and held it in 4 quarters. The position peaked at $38K in Q1 2014. 1,488 funds tracked by Wall St. Rank hold MCD as of Q2 2014.

  • Trust & Fiduciary Management Services reported no remaining McDonald's position as of Q2 2014 after selling out during the quarter.
  • Trust & Fiduciary Management Services sold 383 McDonald's shares in Q2 2014, an estimated $38K.
  • Trust & Fiduciary Management Services first reported a position in McDonald's in Q2 2013 and held it in 4 quarters.
  • Trust & Fiduciary Management Services's McDonald's position peaked at $38K in Q1 2014.
  • 1,488 funds tracked by Wall St. Rank held McDonald's as of Q2 2014.

Based on Trust & Fiduciary Management Services's 13F filing for Q2 2014, filed 8 Aug 2014.