Number of Shares
7,495.00
Current Holdings Value*
$1.60 Mil
% of Portfolio
3.29%
Total Estimate Gain
$601,022.40
% of Total Estimate Gain
26.12%

ALPS | WMC Research Value Fund's McDonald's Corp Holding Summary

As of 2020-01-31, ALPS | WMC Research Value Fund held 7,495.00 shares of McDonald's Corp(MCD), totaling $1.60 Mil. This investment constitutes 3.29% of their stock portfolio, and ALPS | WMC Research Value Fund now holds 0% of the outstanding McDonald's Corp(MCD) stock.

The initial trade took place in 2019Q4. In addition, there have been 1 sales at an average price of $199.53 for 3,387.00 shares. Based on historical transaction data and MCD's current price of $297.07, ALPS | WMC Research Value Fund's estimated gain on his MCD holdings is $601,022.40, reflecting a 26.12% gain to date.

ALPS | WMC Research Value Fund MCD ($297.07) Holding Chart

ALPS | WMC Research Value Fund MCD ($297.07) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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