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Winifred I. Li’s McDonald's MCD Stock Holding History

Winifred I. Li’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
Q4 		$15K Sell
157
-541
-78% -$50.6K 0.01% 383
2014
Q3 		$66K Sell
698
-2,372
-77% -$226K 0.06% 243
2014
Q2 		$309K Sell
3,070
-152
-5% -$15.3K 0.26% 100
2014
Q1 		$316K Sell
3,222
-607
-16% -$58K 0.27% 103
2013
Q4 		$372K Sell
3,829
-592
-13% -$56.9K 0.32% 97
2013
Q3 		$425K Sell
4,421
-4,112
-48% -$401K 0.39% 87
2013
Q2 		$845K Buy
+8,533
New +$855K 0.79% 31

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Winifred I. Li's MCD Position: Q4 2014 in Review

Winifred I. Li reduced its McDonald's (MCD) stake by 78% in Q4 2014, selling an estimated $50.6K and leaving 157 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #383.

Winifred I. Li first reported a position in MCD in Q2 2013 and has held it in 7 quarters since. The position peaked at $845K in Q2 2013. 1,554 funds tracked by Wall St. Rank hold MCD as of Q4 2014.

  • Winifred I. Li held 157 shares of McDonald's worth $15K as of Q4 2014.
  • Winifred I. Li sold 541 McDonald's shares in Q4 2014, an estimated $50.6K.
  • McDonald's made up 0.01% of Winifred I. Li's portfolio in Q4 2014, its #383 holding.
  • Winifred I. Li first reported a position in McDonald's in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's McDonald's position peaked at $845K in Q2 2013.
  • 1,554 funds tracked by Wall St. Rank held McDonald's as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.