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Bellwether Investment Group’s McKesson MCK Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-97
Closed -$14K – 382
2017
Q1 		$14K Buy
97
+27
+39% +$3.96K 0.04% 409
2016
Q4 		$10K Buy
+70
New +$10.3K 0.01% 639

Other funds holding MCK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bellwether Investment Group's MCK Position: Q2 2017 in Review

Bellwether Investment Group sold out of McKesson (MCK) in Q2 2017, closing a stake of 97 shares — an estimated $14K sold.

Bellwether Investment Group first reported a position in MCK in Q4 2016 and held it in 2 quarters. The position peaked at $14K in Q1 2017. 909 funds tracked by Wall St. Rank hold MCK as of Q2 2017.

  • Bellwether Investment Group reported no remaining McKesson position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 97 McKesson shares in Q2 2017, an estimated $14K.
  • Bellwether Investment Group first reported a position in McKesson in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's McKesson position peaked at $14K in Q1 2017.
  • 909 funds tracked by Wall St. Rank held McKesson as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.