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Appleton Partners’s McKesson MCK Stock Holding History

Appleton Partners’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
Q3 		– Sell
-1,502
Closed -$280K – 219
2016
Q2 		$280K Buy
1,502
+36
+2% +$6.32K 0.06% 179
2016
Q1 		$231K Sell
1,466
-39
-3% -$6.3K 0.05% 192
2015
Q4 		$297K Buy
+1,505
New +$284K 0.06% 184

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Appleton Partners's MCK Position: Q3 2016 in Review

Appleton Partners sold out of McKesson (MCK) in Q3 2016, closing a stake of 1,502 shares — an estimated $280K sold.

Appleton Partners first reported a position in MCK in Q4 2015 and held it in 3 quarters. The position peaked at $297K in Q4 2015. 939 funds tracked by Wall St. Rank hold MCK as of Q3 2016.

  • Appleton Partners reported no remaining McKesson position as of Q3 2016 after selling out during the quarter.
  • Appleton Partners sold 1,502 McKesson shares in Q3 2016, an estimated $280K.
  • Appleton Partners first reported a position in McKesson in Q4 2015 and held it in 3 quarters.
  • Appleton Partners's McKesson position peaked at $297K in Q4 2015.
  • 939 funds tracked by Wall St. Rank held McKesson as of Q3 2016.

Based on Appleton Partners's 13F filing for Q3 2016, filed 3 Nov 2016.