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Alpha Cubed Investments’s McKesson MCK Stock Holding History

Alpha Cubed Investments’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
2017
Q1 		– Sell
-4,275
Closed -$600K – 199
2016
Q4 		$600K Buy
4,275
+1,083
+34% +$159K 0.14% 94
2016
Q3 		$532K Buy
+3,192
New +$595K 0.14% 95
2014
Q1 		– Sell
-3,768
Closed -$608K – 187
2013
Q4 		$608K Buy
+3,768
New +$579K 0.22% 134

Other funds holding MCK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Alpha Cubed Investments's MCK Position: Q1 2017 in Review

Alpha Cubed Investments sold out of McKesson (MCK) in Q1 2017, closing a stake of 4,275 shares — an estimated $600K sold.

Alpha Cubed Investments first reported a position in MCK in Q4 2013 and held it in 3 quarters. The position peaked at $608K in Q4 2013. 890 funds tracked by Wall St. Rank hold MCK as of Q1 2017.

  • Alpha Cubed Investments reported no remaining McKesson position as of Q1 2017 after selling out during the quarter.
  • Alpha Cubed Investments sold 4,275 McKesson shares in Q1 2017, an estimated $600K.
  • Alpha Cubed Investments first reported a position in McKesson in Q4 2013 and held it in 3 quarters.
  • Alpha Cubed Investments's McKesson position peaked at $608K in Q4 2013.
  • 890 funds tracked by Wall St. Rank held McKesson as of Q1 2017.

Based on Alpha Cubed Investments's 13F filing for Q1 2017, filed 2 May 2017.