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Allegis Investment Advisors’s McKesson MCK Stock Holding History

Allegis Investment 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
Q1 		– Sell
-270
Closed -$53K – 622
2015
Q4 		$53K Buy
+270
New +$51K 0.03% 320

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Allegis Investment Advisors's MCK Position: Q1 2016 in Review

Allegis Investment Advisors sold out of McKesson (MCK) in Q1 2016, closing a stake of 270 shares — an estimated $53K sold.

Allegis Investment Advisors first reported a position in MCK in Q4 2015 and held it in 1 quarter. The position peaked at $53K in Q4 2015. 935 funds tracked by Wall St. Rank hold MCK as of Q1 2016.

  • Allegis Investment Advisors reported no remaining McKesson position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 270 McKesson shares in Q1 2016, an estimated $53K.
  • Allegis Investment Advisors first reported a position in McKesson in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's McKesson position peaked at $53K in Q4 2015.
  • 935 funds tracked by Wall St. Rank held McKesson as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.