Aris Wealth Services’s McKesson MCK Stock Holding History

Aris Wealth Services’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
2015 Q3	$27K	Sell	145 -4,037	-97%	-$856K	0.06%	137
2015 Q2	$940K	Buy	4,182 +96	+2%	+$22.2K	0.86%	30
2015 Q1	$924K	Buy	4,086 +170	+4%	+$37.7K	0.86%	27
2014 Q4	$813K	Buy	3,916 +224	+6%	+$45.5K	0.91%	32
2014 Q3	$719K	Buy	3,692 +130	+4%	+$25K	0.89%	29
2014 Q2	$663K	Buy	3,562 +58	+2%	+$10.3K	0.87%	31
2014 Q1	$619K	Sell	3,504 -305	-8%	-$53.3K	0.91%	32
2013 Q4	$615K	Buy	3,809 +262	+7%	+$40.2K	1.03%	25
2013 Q3	$455K	Buy	3,547 +265	+8%	+$32.6K	0.83%	42
2013 Q2	$376K	Buy	+3,282	New	+$365K	0.8%	40

Other funds holding MCK

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Aris Wealth Services's MCK Position: Q3 2015 in Review

Aris Wealth Services reduced its McKesson (MCK) stake by 97% in Q3 2015, selling an estimated $856K and leaving 145 shares worth $27K. The position accounts for 0.06% of the portfolio, ranked #137.

Aris Wealth Services first reported a position in MCK in Q2 2013 and has held it in 10 quarters since. The position peaked at $940K in Q2 2015. 925 funds tracked by Wall St. Rank hold MCK as of Q3 2015.

Aris Wealth Services held 145 shares of McKesson worth $27K as of Q3 2015.
Aris Wealth Services sold 4,037 McKesson shares in Q3 2015, an estimated $856K.
McKesson made up 0.06% of Aris Wealth Services's portfolio in Q3 2015, its #137 holding.
Aris Wealth Services first reported a position in McKesson in Q2 2013 and has held it in 10 quarters since.
Aris Wealth Services's McKesson position peaked at $940K in Q2 2015.
925 funds tracked by Wall St. Rank held McKesson as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.