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Avalon Investment & Advisory’s McKesson MCK Stock Holding History

Avalon Investment & Advisory’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
Q1 		– Sell
-1,240
Closed -$245K – 282
2015
Q4 		$245K Buy
+1,240
New +$234K 0.01% 238

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Avalon Investment & Advisory's MCK Position: Q1 2016 in Review

Avalon Investment & Advisory sold out of McKesson (MCK) in Q1 2016, closing a stake of 1,240 shares — an estimated $245K sold.

Avalon Investment & Advisory first reported a position in MCK in Q4 2015 and held it in 1 quarter. The position peaked at $245K in Q4 2015. 935 funds tracked by Wall St. Rank hold MCK as of Q1 2016.

  • Avalon Investment & Advisory reported no remaining McKesson position as of Q1 2016 after selling out during the quarter.
  • Avalon Investment & Advisory sold 1,240 McKesson shares in Q1 2016, an estimated $245K.
  • Avalon Investment & Advisory first reported a position in McKesson in Q4 2015 and held it in 1 quarter.
  • Avalon Investment & Advisory's McKesson position peaked at $245K in Q4 2015.
  • 935 funds tracked by Wall St. Rank held McKesson as of Q1 2016.

Based on Avalon Investment & Advisory's 13F filing for Q1 2016, filed 17 May 2016.