Atherton Lane Advisers’s McKesson MCK Stock Holding History

Atherton Lane Advisers’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 Q4	$815K	Sell	4,134 -3,650	-47%	-$689K	0.05%	115
2015 Q3	$1.44M	Hold	7,784	–	–	0.09%	83
2015 Q2	$1.75M	Buy	7,784 +400	+5%	+$92.5K	0.1%	82
2015 Q1	$1.67M	Sell	7,384 -1,667	-18%	-$370K	0.09%	92
2014 Q4	$1.88M	Buy	9,051 +7,844	+650%	+$1.59M	0.1%	89
2014 Q3	$235K	Hold	1,207	–	–	0.01%	238
2014 Q2	$225K	Sell	1,207 -361	-23%	-$64.2K	0.01%	251
2014 Q1	$277K	Sell	1,568 -693	-31%	-$121K	0.02%	130
2013 Q4	$365K	Sell	2,261 -300	-12%	-$46.1K	0.02%	112
2013 Q3	$329K	Sell	2,561 -4,180	-62%	-$513K	0.02%	104
2013 Q2	$772K	Buy	+6,741	New	+$750K	0.06%	78

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Atherton Lane Advisers's MCK Position: Q4 2015 in Review

Atherton Lane Advisers reduced its McKesson (MCK) stake by 47% in Q4 2015, selling an estimated $689K and leaving 4,134 shares worth $815K. The position accounts for 0.05% of the portfolio, ranked #115.

Atherton Lane Advisers first reported a position in MCK in Q2 2013 and has held it in 11 quarters since. The position peaked at $1.88M in Q4 2014. 973 funds tracked by Wall St. Rank hold MCK as of Q4 2015.

Atherton Lane Advisers held 4,134 shares of McKesson worth $815K as of Q4 2015.
Atherton Lane Advisers sold 3,650 McKesson shares in Q4 2015, an estimated $689K.
McKesson made up 0.05% of Atherton Lane Advisers's portfolio in Q4 2015, its #115 holding.
Atherton Lane Advisers first reported a position in McKesson in Q2 2013 and has held it in 11 quarters since.
Atherton Lane Advisers's McKesson position peaked at $1.88M in Q4 2014.
973 funds tracked by Wall St. Rank held McKesson as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.