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Acorn Wealth Advisors’s McKesson MCK Stock Holding History

Acorn Wealth 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
2018
Q3 		– Sell
-78
Closed -$11K – 308
2018
Q2 		$11K Hold
78
– – 0.01% 502
2018
Q1 		$12K Hold
78
– – 0.01% 479
2017
Q4 		$12K Buy
+78
New +$11.6K 0.01% 458

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Acorn Wealth Advisors's MCK Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of McKesson (MCK) in Q3 2018, closing a stake of 78 shares — an estimated $11K sold.

Acorn Wealth Advisors first reported a position in MCK in Q4 2017 and held it in 3 quarters. The position peaked at $12K in Q1 2018. 851 funds tracked by Wall St. Rank hold MCK as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining McKesson position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 78 McKesson shares in Q3 2018, an estimated $11K.
  • Acorn Wealth Advisors first reported a position in McKesson in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's McKesson position peaked at $12K in Q1 2018.
  • 851 funds tracked by Wall St. Rank held McKesson as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.