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US Financial Advisors’s McDonald's MCD Stock Holding History

US Financial Advisors’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
Q2 		– Sell
-106
Closed -$13K – 252
2016
Q1 		$13K Sell
106
-1,537
-94% -$184K 0.02% 191
2015
Q4 		$194K Buy
1,643
+405
+33% +$45.3K 0.18% 65
2015
Q3 		$122K Hold
1,238
– – 0.2% 62
2015
Q2 		$118K Sell
1,238
-348
-22% -$33.7K 0.11% 62
2015
Q1 		$155K Sell
1,586
-100
-6% -$9.49K 0.14% 60
2014
Q4 		$158K Buy
+1,686
New +$158K 0.14% 57

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
Capital World Investors
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

US Financial Advisors's MCD Position: Q2 2016 in Review

US Financial Advisors sold out of McDonald's (MCD) in Q2 2016, closing a stake of 106 shares — an estimated $13K sold.

US Financial Advisors first reported a position in MCD in Q4 2014 and held it in 6 quarters. The position peaked at $194K in Q4 2015. 1,580 funds tracked by Wall St. Rank hold MCD as of Q2 2016.

  • US Financial Advisors reported no remaining McDonald's position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 106 McDonald's shares in Q2 2016, an estimated $13K.
  • US Financial Advisors first reported a position in McDonald's in Q4 2014 and held it in 6 quarters.
  • US Financial Advisors's McDonald's position peaked at $194K in Q4 2015.
  • 1,580 funds tracked by Wall St. Rank held McDonald's as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.