Bruderman Asset Management’s McKesson MCK Stock Holding History

Bruderman Asset 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
2016 Q1	–	Sell	-8,889	Closed	-$1.75M	–	405
2015 Q4	$1.75M	Buy	8,889 +1,949	+28%	+$368K	0.66%	41
2015 Q3	$1.28M	Buy	6,940 +2,090	+43%	+$443K	0.51%	48
2015 Q2	$1.09M	Buy	4,850 +2,027	+72%	+$469K	0.42%	50
2015 Q1	$639K	Buy	+2,823	New	+$626K	0.25%	63

Other funds holding MCK

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bruderman Asset Management's MCK Position: Q1 2016 in Review

Bruderman Asset Management sold out of McKesson (MCK) in Q1 2016, closing a stake of 8,889 shares — an estimated $1.75M sold.

Bruderman Asset Management first reported a position in MCK in Q1 2015 and held it in 4 quarters. The position peaked at $1.75M in Q4 2015. 935 funds tracked by Wall St. Rank hold MCK as of Q1 2016.

Bruderman Asset Management reported no remaining McKesson position as of Q1 2016 after selling out during the quarter.
Bruderman Asset Management sold 8,889 McKesson shares in Q1 2016, an estimated $1.75M.
Bruderman Asset Management first reported a position in McKesson in Q1 2015 and held it in 4 quarters.
Bruderman Asset Management's McKesson position peaked at $1.75M in Q4 2015.
935 funds tracked by Wall St. Rank held McKesson as of Q1 2016.

Based on Bruderman Asset Management's 13F filing for Q1 2016, filed 9 May 2016.