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Baltimore-Washington Financial Advisors’s McKesson MCK Stock Holding History

Baltimore-Washington Financial 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
2015
Q2 		– Sell
-100
Closed -$23K – 251
2015
Q1 		$23K Buy
100
+95
+1,900% +$21.1K 0.01% 174
2014
Q4 		$1K Hold
5
– – ﹤0.01% 252
2014
Q3 		$1K Buy
+5
New +$962 ﹤0.01% 278

Other funds holding MCK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baltimore-Washington Financial Advisors's MCK Position: Q2 2015 in Review

Baltimore-Washington Financial Advisors sold out of McKesson (MCK) in Q2 2015, closing a stake of 100 shares — an estimated $23K sold.

Baltimore-Washington Financial Advisors first reported a position in MCK in Q3 2014 and held it in 3 quarters. The position peaked at $23K in Q1 2015. 953 funds tracked by Wall St. Rank hold MCK as of Q2 2015.

  • Baltimore-Washington Financial Advisors reported no remaining McKesson position as of Q2 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 100 McKesson shares in Q2 2015, an estimated $23K.
  • Baltimore-Washington Financial Advisors first reported a position in McKesson in Q3 2014 and held it in 3 quarters.
  • Baltimore-Washington Financial Advisors's McKesson position peaked at $23K in Q1 2015.
  • 953 funds tracked by Wall St. Rank held McKesson as of Q2 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2015, filed 15 Jul 2015.