Virtus Fund Advisers’s McDonald's MCD Stock Holding History

Virtus Fund 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
2017 Q4	$6.04M	Sell	35,065 -725	-2%	-$122K	0.06%	221
2017 Q3	$5.61M	Sell	35,790 -4,096	-10%	-$642K	0.06%	229
2017 Q2	$6.23M	Buy	39,886 +295	+0.7%	+$42.6K	0.06%	238
2017 Q1	$5.13M	Hold	39,591	–	–	0.05%	253
2016 Q4	$4.82M	Sell	39,591 -2,670	-6%	-$313K	0.04%	250
2016 Q3	$4.88M	Sell	42,261 -828	-2%	-$98.1K	0.04%	248
2016 Q2	$5.19M	Buy	43,089 +40,723	+1,721%	+$5.1M	0.05%	245
2016 Q1	$297K	Hold	2,366	–	–	﹤0.01%	383
2015 Q4	$280K	Hold	2,366	–	–	﹤0.01%	371
2015 Q3	$233K	Hold	2,366	–	–	﹤0.01%	368
2015 Q2	$225K	Hold	2,366	–	–	﹤0.01%	386
2015 Q1	$231K	Sell	2,366 -1,134	-32%	-$108K	﹤0.01%	394
2014 Q4	$328K	Hold	3,500	–	–	﹤0.01%	410
2014 Q3	$332K	Sell	3,500 -8,794	-72%	-$839K	﹤0.01%	443
2014 Q2	$1.24M	Buy	+12,294	New	+$1.24M	0.01%	418

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Virtus Fund Advisers's MCD Position: Q4 2017 in Review

Virtus Fund Advisers reduced its McDonald's (MCD) stake by 2% in Q4 2017, selling an estimated $122K and leaving 35,065 shares worth $6.04M. The position accounts for 0.06% of the portfolio, ranked #221.

Virtus Fund Advisers first reported a position in MCD in Q2 2014 and has held it in 15 quarters since. The position peaked at $6.23M in Q2 2017. 1,890 funds tracked by Wall St. Rank hold MCD as of Q4 2017.

Virtus Fund Advisers held 35,065 shares of McDonald's worth $6.04M as of Q4 2017.
Virtus Fund Advisers sold 725 McDonald's shares in Q4 2017, an estimated $122K.
McDonald's made up 0.06% of Virtus Fund Advisers's portfolio in Q4 2017, its #221 holding.
Virtus Fund Advisers first reported a position in McDonald's in Q2 2014 and has held it in 15 quarters since.
Virtus Fund Advisers's McDonald's position peaked at $6.23M in Q2 2017.
1,890 funds tracked by Wall St. Rank held McDonald's as of Q4 2017.

Based on Virtus Fund Advisers's 13F filing for Q4 2017, filed 9 Feb 2018.