In a recent 13F-HR filing, McDonald Partners LLC (CIK: 0001331074) disclosed its holdings as of the reporting period. The filing is significant as it provides insight into the investment decisions made by the company, including any changes in their portfolio composition. Investors and analysts often review 13F filings to gauge the investment strategies of institutional investors like McDonald Partners LLC and to identify any trends that may impact the market.
McDonald Partners LLC is an investment firm based in the United States. The company offers a range of investment services to its clients, including portfolio management and financial planning. With this 13F-HR filing, investors can get a glimpse of the company’s current investment positions and possibly gain valuable information for their own investment decisions. For more information about McDonald Partners LLC, you can visit their website here.
The 13F-HR form is a quarterly filing required by the Securities and Exchange Commission (SEC) for institutional investment managers with assets under management above a certain threshold. The form discloses the manager’s equity holdings, including information on the various securities held, the number of shares, and the total value of each position. By reviewing 13F filings, investors can track the investment activities of institutional investors and potentially gain insights into market trends.
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McDonald Partners LLC (0001331074) Submits 13F-HR Filing to SEC
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