Ulysses Management’s McDonald's MCD Stock Holding History

Ulysses 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
2016 Q3	–	Sell	-17,500	Closed	-$2.11M	–	49
2016 Q2	$2.11M	Hold	17,500	–	–	0.25%	32
2016 Q1	$2.2M	Sell	17,500 -5,000	-22%	-$597K	0.24%	38
2015 Q4	$2.66M	Hold	22,500	–	–	0.32%	37
2015 Q3	$2.22M	Buy	22,500 +7,500	+50%	+$731K	0.24%	38
2015 Q2	$1.43M	Buy	+15,000	New	+$1.45M	0.17%	38

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

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

BFA

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ulysses Management's MCD Position: Q3 2016 in Review

Ulysses Management sold out of McDonald's (MCD) in Q3 2016, closing a stake of 17,500 shares — an estimated $2.11M sold.

Ulysses Management first reported a position in MCD in Q2 2015 and held it in 5 quarters. The position peaked at $2.66M in Q4 2015. 1,529 funds tracked by Wall St. Rank hold MCD as of Q3 2016.

Ulysses Management reported no remaining McDonald's position as of Q3 2016 after selling out during the quarter.
Ulysses Management sold 17,500 McDonald's shares in Q3 2016, an estimated $2.11M.
Ulysses Management first reported a position in McDonald's in Q2 2015 and held it in 5 quarters.
Ulysses Management's McDonald's position peaked at $2.66M in Q4 2015.
1,529 funds tracked by Wall St. Rank held McDonald's as of Q3 2016.

Based on Ulysses Management's 13F filing for Q3 2016, filed 14 Nov 2016.