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Vantis Investment Advisers’s McDonald's MCD Stock Holding History

Vantis Investment Advisers’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
2018
Q3 		– Sell
-71,600
Closed -$11.2M – 17
2018
Q2 		$11.2M Sell
71,600
-12,700
-15% -$2.06M 5.25% 8
2018
Q1 		$13.2M Buy
+84,300
New +$13.9M 3.82% 9

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vantis Investment Advisers's MCD Position: Q3 2018 in Review

Vantis Investment Advisers sold out of McDonald's (MCD) in Q3 2018, closing a stake of 71,600 shares — an estimated $11.2M sold.

Vantis Investment Advisers first reported a position in MCD in Q1 2018 and held it in 2 quarters. The position peaked at $13.2M in Q1 2018. 1,843 funds tracked by Wall St. Rank hold MCD as of Q3 2018.

  • Vantis Investment Advisers reported no remaining McDonald's position as of Q3 2018 after selling out during the quarter.
  • Vantis Investment Advisers sold 71,600 McDonald's shares in Q3 2018, an estimated $11.2M.
  • Vantis Investment Advisers first reported a position in McDonald's in Q1 2018 and held it in 2 quarters.
  • Vantis Investment Advisers's McDonald's position peaked at $13.2M in Q1 2018.
  • 1,843 funds tracked by Wall St. Rank held McDonald's as of Q3 2018.

Based on Vantis Investment Advisers's 13F filing for Q3 2018, filed 13 Nov 2018.