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Zions Trust National Association’s McDonald's MCD Stock Holding History

Zions Trust National Association’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 		$108K Buy
1,153
+87
+8% +$8.14K 0.16% 58
2014
Q3 		$101K Hold
1,066
– – 0.14% 58
2014
Q2 		$108K Sell
1,066
-65
-6% -$6.56K 0.15% 58
2014
Q1 		$111K Buy
1,131
+150
+15% +$14.3K 0.16% 60
2013
Q4 		$95K Buy
981
+287
+41% +$27.6K 0.13% 62
2013
Q3 		$67K Buy
694
+125
+22% +$12.2K 0.1% 73
2013
Q2 		$56K Buy
+569
New +$57K 0.08% 82

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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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

Zions Trust National Association's MCD Position: Q4 2014 in Review

Zions Trust National Association increased its McDonald's (MCD) stake by 8.2% in Q4 2014, buying an estimated $8.14K and bringing the position to 1,153 shares worth $108K. The position accounts for 0.16% of the portfolio, ranked #58.

Zions Trust National Association first reported a position in MCD in Q2 2013 and has held it in 7 quarters since. The position peaked at $111K in Q1 2014. 1,554 funds tracked by Wall St. Rank hold MCD as of Q4 2014.

  • Zions Trust National Association held 1,153 shares of McDonald's worth $108K as of Q4 2014.
  • Zions Trust National Association bought 87 McDonald's shares in Q4 2014, an estimated $8.14K.
  • McDonald's made up 0.16% of Zions Trust National Association's portfolio in Q4 2014, its #58 holding.
  • Zions Trust National Association first reported a position in McDonald's in Q2 2013 and has held it in 7 quarters since.
  • Zions Trust National Association's McDonald's position peaked at $111K in Q1 2014.
  • 1,554 funds tracked by Wall St. Rank held McDonald's as of Q4 2014.

Based on Zions Trust National Association's 13F filing for Q4 2014, filed 12 Jan 2015.