Wilmington Trust Investment Management’s McDonald's MCD Stock Holding History

Wilmington Trust Investment Management’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
2014 Q2	$2.33M	Sell	23,078 -1,700	-7%	-$172K	0.47%	29
2014 Q1	$2.43M	Buy	24,778 +7,000	+39%	+$669K	0.49%	29
2013 Q4	$1.73M	Sell	17,778 -900	-5%	-$86.5K	0.34%	47
2013 Q3	$1.8M	Hold	18,678	–	–	0.38%	44
2013 Q2	$1.85M	Buy	+18,678	New	+$1.87M	0.4%	40

Other funds holding MCD

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wilmington Trust Investment Management's MCD Position: Q2 2014 in Review

Wilmington Trust Investment Management reduced its McDonald's (MCD) stake by 6.9% in Q2 2014, selling an estimated $172K and leaving 23,078 shares worth $2.33M. The position accounts for 0.47% of the portfolio, ranked #29.

Wilmington Trust Investment Management first reported a position in MCD in Q2 2013 and has held it in 5 quarters since. The position peaked at $2.43M in Q1 2014. 1,488 funds tracked by Wall St. Rank hold MCD as of Q2 2014.

Wilmington Trust Investment Management held 23,078 shares of McDonald's worth $2.33M as of Q2 2014.
Wilmington Trust Investment Management sold 1,700 McDonald's shares in Q2 2014, an estimated $172K.
McDonald's made up 0.47% of Wilmington Trust Investment Management's portfolio in Q2 2014, its #29 holding.
Wilmington Trust Investment Management first reported a position in McDonald's in Q2 2013 and has held it in 5 quarters since.
Wilmington Trust Investment Management's McDonald's position peaked at $2.43M in Q1 2014.
1,488 funds tracked by Wall St. Rank held McDonald's as of Q2 2014.

Based on Wilmington Trust Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.