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1st Global Advisors’s McKesson MCK Stock Holding History

1st Global Advisors’s Portfolio MCK Stock Details MCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,153
Closed -$359K – 532
2016
Q3 		$359K Buy
+2,153
New +$401K 0.05% 324
2016
Q2 		– Sell
-1,800
Closed -$283K – 511
2016
Q1 		$283K Buy
1,800
+477
+36% +$77.1K 0.04% 363
2015
Q4 		$261K Sell
1,323
-655
-33% -$124K 0.04% 346
2015
Q3 		$366K Sell
1,978
-4,011
-67% -$850K 0.06% 272
2015
Q2 		$1.35K Buy
5,989
+184
+3% +$42.5K 0.2% 68
2015
Q1 		$1.31M Sell
5,805
-190
-3% -$42.1K 0.19% 72
2014
Q4 		$1.24M Buy
5,995
+156
+3% +$31.7K 0.18% 67
2014
Q3 		$1.14M Sell
5,839
-88
-1% -$16.9K 0.18% 71
2014
Q2 		$1.1M Buy
5,927
+898
+18% +$160K 0.17% 80
2014
Q1 		$888K Sell
5,029
-82
-2% -$14.3K 0.17% 88
2013
Q4 		$825K Sell
5,111
-524
-9% -$80.5K 0.15% 99
2013
Q3 		$723K Buy
5,635
+180
+3% +$22.1K 0.15% 97
2013
Q2 		$625K Buy
+5,455
New +$607K 0.14% 96

Other funds holding MCK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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

1st Global Advisors's MCK Position: Q4 2016 in Review

1st Global Advisors sold out of McKesson (MCK) in Q4 2016, closing a stake of 2,153 shares — an estimated $359K sold.

1st Global Advisors first reported a position in MCK in Q2 2013 and held it in 13 quarters. The position peaked at $1.31M in Q1 2015. 889 funds tracked by Wall St. Rank hold MCK as of Q4 2016.

  • 1st Global Advisors reported no remaining McKesson position as of Q4 2016 after selling out during the quarter.
  • 1st Global Advisors sold 2,153 McKesson shares in Q4 2016, an estimated $359K.
  • 1st Global Advisors first reported a position in McKesson in Q2 2013 and held it in 13 quarters.
  • 1st Global Advisors's McKesson position peaked at $1.31M in Q1 2015.
  • 889 funds tracked by Wall St. Rank held McKesson as of Q4 2016.

Based on 1st Global Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.