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B. Riley Wealth Management’s McKesson MCK Stock Holding History

B. Riley Wealth Management’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 		$231K Buy
+1,472
New +$238K 0.35% 99
2015
Q3 		– Sell
-34
Closed -$7K – 507
2015
Q2 		$7K Hold
34
– – 0.01% 814
2015
Q1 		$7K Hold
34
– – 0.01% 810
2014
Q4 		$7K Sell
34
-40
-54% -$8.13K 0.01% 804
2014
Q3 		$14K Hold
74
– – 0.01% 696
2014
Q2 		$13K Buy
74
+20
+37% +$3.56K 0.01% 766
2014
Q1 		$10K Buy
+54
New +$9.44K 0.01% 757

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

B. Riley Wealth Management's MCK Position: Q1 2016 in Review

B. Riley Wealth Management opened a new position in McKesson (MCK) in Q1 2016: 1,472 shares worth $231K. The stake represents 0.35% of the portfolio and ranks #99 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in MCK as recently as Q2 2015.

B. Riley Wealth Management first reported a position in MCK in Q1 2014 and has held it in 7 quarters since. 935 funds tracked by Wall St. Rank hold MCK as of Q1 2016.

  • B. Riley Wealth Management held 1,472 shares of McKesson worth $231K as of Q1 2016.
  • McKesson was a new B. Riley Wealth Management position in Q1 2016.
  • McKesson made up 0.35% of B. Riley Wealth Management's portfolio in Q1 2016, its #99 holding.
  • B. Riley Wealth Management first reported a position in McKesson in Q1 2014 and has held it in 7 quarters since.
  • 935 funds tracked by Wall St. Rank held McKesson as of Q1 2016.

Based on B. Riley Wealth Management's 13F filing for Q1 2016, filed 12 Apr 2016.