Boston Private Bank & Trust’s McKesson MCK Stock Holding History

Boston Private Bank & Trust’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 Q1	$685K	Sell	3,027 -75	-2%	-$16.6K	0.03%	261
2014 Q4	$644K	Sell	3,102 -1,203	-28%	-$244K	0.03%	277
2014 Q3	$838K	Sell	4,305 -75	-2%	-$14.4K	0.04%	249
2014 Q2	$816K	Sell	4,380 -435	-9%	-$77.4K	0.04%	248
2014 Q1	$850K	Sell	4,815 -585	-11%	-$102K	0.04%	249
2013 Q4	$872K	Sell	5,400 -212	-4%	-$32.6K	0.04%	245
2013 Q3	$720K	Sell	5,612 -640	-10%	-$78.6K	0.04%	251
2013 Q2	$716K	Buy	+6,252	New	+$696K	0.04%	249

Other funds holding MCK

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boston Private Bank & Trust's MCK Position: Q1 2015 in Review

Boston Private Bank & Trust reduced its McKesson (MCK) stake by 2.4% in Q1 2015, selling an estimated $16.6K and leaving 3,027 shares worth $685K. The position accounts for 0.03% of the portfolio, ranked #261.

Boston Private Bank & Trust first reported a position in MCK in Q2 2013 and has held it in 8 quarters since. The position peaked at $872K in Q4 2013. 926 funds tracked by Wall St. Rank hold MCK as of Q1 2015.

Boston Private Bank & Trust held 3,027 shares of McKesson worth $685K as of Q1 2015.
Boston Private Bank & Trust sold 75 McKesson shares in Q1 2015, an estimated $16.6K.
McKesson made up 0.03% of Boston Private Bank & Trust's portfolio in Q1 2015, its #261 holding.
Boston Private Bank & Trust first reported a position in McKesson in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's McKesson position peaked at $872K in Q4 2013.
926 funds tracked by Wall St. Rank held McKesson as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.