Apriem Advisors’s McKesson MCK Stock Holding History

Apriem 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
2017 Q2	–	Sell	-750	Closed	-$111K	–	371
2017 Q1	$111K	Sell	750 -9	-1%	-$1.32K	0.03%	165
2016 Q4	$107K	Buy	759 +9	+1%	+$1.32K	0.03%	157
2016 Q3	$125K	Hold	750	–	–	0.04%	144
2016 Q2	$140K	Sell	750 -21	-3%	-$3.68K	0.05%	138
2016 Q1	$121K	Buy	771 +21	+3%	+$3.39K	0.05%	131
2015 Q4	$148K	Hold	750	–	–	0.05%	114
2015 Q3	$139K	Buy	750 +670	+838%	+$142K	0.05%	121
2015 Q2	$18K	Buy	+80	New	+$18.5K	0.01%	342

Other funds holding MCK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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

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

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

Apriem Advisors's MCK Position: Q2 2017 in Review

Apriem Advisors sold out of McKesson (MCK) in Q2 2017, closing a stake of 750 shares — an estimated $111K sold.

Apriem Advisors first reported a position in MCK in Q2 2015 and held it in 8 quarters. The position peaked at $148K in Q4 2015. 909 funds tracked by Wall St. Rank hold MCK as of Q2 2017.

Apriem Advisors reported no remaining McKesson position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 750 McKesson shares in Q2 2017, an estimated $111K.
Apriem Advisors first reported a position in McKesson in Q2 2015 and held it in 8 quarters.
Apriem Advisors's McKesson position peaked at $148K in Q4 2015.
909 funds tracked by Wall St. Rank held McKesson as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.