Aldebaran Financial’s McKesson MCK Stock Holding History

Aldebaran Financial’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	-1,200	Closed	-$200K	–	101
2016 Q3	$200K	Hold	1,200	–	–	0.16%	94
2016 Q2	$224K	Buy	+1,200	New	+$211K	0.18%	95
2016 Q1	–	Sell	-1,200	Closed	-$237K	–	101
2015 Q4	$237K	Buy	+1,200	New	+$227K	0.22%	85
2015 Q3	–	Sell	-1,200	Closed	-$266K	–	105
2015 Q2	$266K	Hold	1,200	–	–	0.22%	85
2015 Q1	$271K	Buy	+1,200	New	+$266K	0.23%	89
2014 Q4	–	Sell	-1,200	Closed	-$234K	–	116
2014 Q3	$234K	Buy	+1,200	New	+$231K	0.21%	99

Other funds holding MCK

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aldebaran Financial's MCK Position: Q4 2016 in Review

Aldebaran Financial sold out of McKesson (MCK) in Q4 2016, closing a stake of 1,200 shares — an estimated $200K sold.

Aldebaran Financial first reported a position in MCK in Q3 2014 and held it in 6 quarters. The position peaked at $271K in Q1 2015. 889 funds tracked by Wall St. Rank hold MCK as of Q4 2016.

Aldebaran Financial reported no remaining McKesson position as of Q4 2016 after selling out during the quarter.
Aldebaran Financial sold 1,200 McKesson shares in Q4 2016, an estimated $200K.
Aldebaran Financial first reported a position in McKesson in Q3 2014 and held it in 6 quarters.
Aldebaran Financial's McKesson position peaked at $271K in Q1 2015.
889 funds tracked by Wall St. Rank held McKesson as of Q4 2016.

Based on Aldebaran Financial's 13F filing for Q4 2016, filed 23 Mar 2017.