Vontobel Swiss Wealth Advisors’s McDonald's MCD Stock Holding History

Vontobel Swiss Wealth 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
2020 Q1	–	Sell	-3,500	Closed	-$692K	–	93
2019 Q4	$692K	Sell	3,500 -1,525	-30%	-$303K	0.45%	56
2019 Q3	$1.08M	Sell	5,025 -1,325	-21%	-$284K	0.7%	46
2019 Q2	$1.32M	Buy	+6,350	New	+$1.26M	0.71%	51
2016 Q4	–	Sell	-20,511	Closed	-$2.37M	–	76
2016 Q3	$2.37M	Sell	20,511 -4,680	-19%	-$555K	1.27%	26
2016 Q2	$2.73M	Buy	25,191 +2,071	+9%	+$259K	1.62%	23
2016 Q1	$2.91M	Sell	23,120 -65	-0.3%	-$7.77K	1.55%	28
2015 Q4	$2.74M	Sell	23,185 -79	-0.3%	-$8.83K	1.61%	27
2015 Q3	$2.24M	Sell	23,264 -6,079	-21%	-$592K	1.54%	27
2015 Q2	$2.5M	Buy	29,343 +6,651	+29%	+$643K	1.68%	22
2015 Q1	$2.21M	Sell	22,692 -12,368	-35%	-$1.17M	1.5%	24
2014 Q4	$3.29M	Buy	+35,060	New	+$3.28M	2.4%	15

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Vontobel Swiss Wealth Advisors's MCD Position: Q1 2020 in Review

Vontobel Swiss Wealth Advisors sold out of McDonald's (MCD) in Q1 2020, closing a stake of 3,500 shares — an estimated $692K sold.

Vontobel Swiss Wealth Advisors first reported a position in MCD in Q4 2014 and held it in 11 quarters. The position peaked at $3.29M in Q4 2014. 2,165 funds tracked by Wall St. Rank hold MCD as of Q1 2020.

Vontobel Swiss Wealth Advisors reported no remaining McDonald's position as of Q1 2020 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 3,500 McDonald's shares in Q1 2020, an estimated $692K.
Vontobel Swiss Wealth Advisors first reported a position in McDonald's in Q4 2014 and held it in 11 quarters.
Vontobel Swiss Wealth Advisors's McDonald's position peaked at $3.29M in Q4 2014.
2,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2020.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2020, filed 6 May 2020.