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Boltwood Capital Management’s McKesson MCK Stock Holding History

Boltwood Capital 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
2017
Q1 		– Sell
-4,365
Closed -$613K – 113
2016
Q4 		$613K Buy
4,365
+80
+2% +$11.8K 0.47% 72
2016
Q3 		$714K Buy
4,285
+100
+2% +$18.6K 0.57% 61
2016
Q2 		$781K Buy
4,185
+100
+2% +$17.5K 0.65% 54
2016
Q1 		$642K Buy
+4,085
New +$660K 0.57% 62

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Boltwood Capital Management's MCK Position: Q1 2017 in Review

Boltwood Capital Management sold out of McKesson (MCK) in Q1 2017, closing a stake of 4,365 shares — an estimated $613K sold.

Boltwood Capital Management first reported a position in MCK in Q1 2016 and held it in 4 quarters. The position peaked at $781K in Q2 2016. 890 funds tracked by Wall St. Rank hold MCK as of Q1 2017.

  • Boltwood Capital Management reported no remaining McKesson position as of Q1 2017 after selling out during the quarter.
  • Boltwood Capital Management sold 4,365 McKesson shares in Q1 2017, an estimated $613K.
  • Boltwood Capital Management first reported a position in McKesson in Q1 2016 and held it in 4 quarters.
  • Boltwood Capital Management's McKesson position peaked at $781K in Q2 2016.
  • 890 funds tracked by Wall St. Rank held McKesson as of Q1 2017.

Based on Boltwood Capital Management's 13F filing for Q1 2017, filed 6 Apr 2017.