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Biltmore Wealth Management’s McKesson MCK Stock Holding History

Biltmore 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
2018
Q1 		– Sell
-1,378
Closed -$215K – 42
2017
Q4 		$215K Buy
1,378
+36
+3% +$5.33K 0.19% 37
2017
Q3 		$206K Buy
+1,342
New +$209K 0.22% 34

Other funds holding MCK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Biltmore Wealth Management's MCK Position: Q1 2018 in Review

Biltmore Wealth Management sold out of McKesson (MCK) in Q1 2018, closing a stake of 1,378 shares — an estimated $215K sold.

Biltmore Wealth Management first reported a position in MCK in Q3 2017 and held it in 2 quarters. The position peaked at $215K in Q4 2017. 890 funds tracked by Wall St. Rank hold MCK as of Q1 2018.

  • Biltmore Wealth Management reported no remaining McKesson position as of Q1 2018 after selling out during the quarter.
  • Biltmore Wealth Management sold 1,378 McKesson shares in Q1 2018, an estimated $215K.
  • Biltmore Wealth Management first reported a position in McKesson in Q3 2017 and held it in 2 quarters.
  • Biltmore Wealth Management's McKesson position peaked at $215K in Q4 2017.
  • 890 funds tracked by Wall St. Rank held McKesson as of Q1 2018.

Based on Biltmore Wealth Management's 13F filing for Q1 2018, filed 10 May 2018.