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USA Mutuals Advisors’s McDonald's MCD Stock Holding History

USA Mutuals 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
Q3 		– Sell
-22
Closed -$3K – 99
2016
Q2 		$3K Hold
22
– – ﹤0.01% 101
2016
Q1 		$3K Buy
+22
New +$2.63K ﹤0.01% 92
2015
Q2 		– Sell
-5,000
Closed -$487K – 148
2015
Q1 		$487K Buy
+5,000
New +$474K 0.23% 37

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

USA Mutuals Advisors's MCD Position: Q3 2016 in Review

USA Mutuals Advisors sold out of McDonald's (MCD) in Q3 2016, closing a stake of 22 shares — an estimated $3K sold.

USA Mutuals Advisors first reported a position in MCD in Q1 2015 and held it in 3 quarters. The position peaked at $487K in Q1 2015. 1,529 funds tracked by Wall St. Rank hold MCD as of Q3 2016.

  • USA Mutuals Advisors reported no remaining McDonald's position as of Q3 2016 after selling out during the quarter.
  • USA Mutuals Advisors sold 22 McDonald's shares in Q3 2016, an estimated $3K.
  • USA Mutuals Advisors first reported a position in McDonald's in Q1 2015 and held it in 3 quarters.
  • USA Mutuals Advisors's McDonald's position peaked at $487K in Q1 2015.
  • 1,529 funds tracked by Wall St. Rank held McDonald's as of Q3 2016.

Based on USA Mutuals Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.