Campbell Newman Asset Management’s McKesson MCK Stock Holding History

Campbell Newman 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
2017 Q1	–	Sell	-2,882	Closed	-$405K	–	123
2016 Q4	$405K	Sell	2,882 -306	-10%	-$45K	0.08%	82
2016 Q3	$532K	Sell	3,188 -225	-7%	-$41.9K	0.09%	78
2016 Q2	$637K	Sell	3,413 -665	-16%	-$117K	0.12%	80
2016 Q1	$641K	Sell	4,078 -115	-3%	-$18.6K	0.13%	59
2015 Q4	$827K	Sell	4,193 -104	-2%	-$19.6K	0.18%	55
2015 Q3	$795K	Sell	4,297 -7	-0.2%	-$1.48K	0.18%	52
2015 Q2	$968K	Sell	4,304 -21	-0.5%	-$4.86K	0.19%	51
2015 Q1	$978K	Sell	4,325 -43	-1%	-$9.54K	0.18%	53
2014 Q4	$907K	Sell	4,368 -30	-0.7%	-$6.09K	0.17%	55
2014 Q3	$856K	Sell	4,398 -432	-9%	-$83.2K	0.17%	58
2014 Q2	$899K	Sell	4,830 -115	-2%	-$20.5K	0.18%	54
2014 Q1	$873K	Sell	4,945 -5,597	-53%	-$978K	0.19%	57
2013 Q4	$1.7M	Sell	10,542 -1,684	-14%	-$259K	0.41%	40
2013 Q3	$1.57M	Buy	12,226 +20	+0.2%	+$2.46K	0.38%	39
2013 Q2	$1.4M	Buy	+12,206	New	+$1.36M	0.31%	38

Other funds holding MCK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

Campbell Newman Asset Management's MCK Position: Q1 2017 in Review

Campbell Newman Asset Management sold out of McKesson (MCK) in Q1 2017, closing a stake of 2,882 shares — an estimated $405K sold.

Campbell Newman Asset Management first reported a position in MCK in Q2 2013 and held it in 15 quarters. The position peaked at $1.7M in Q4 2013. 890 funds tracked by Wall St. Rank hold MCK as of Q1 2017.

Campbell Newman Asset Management reported no remaining McKesson position as of Q1 2017 after selling out during the quarter.
Campbell Newman Asset Management sold 2,882 McKesson shares in Q1 2017, an estimated $405K.
Campbell Newman Asset Management first reported a position in McKesson in Q2 2013 and held it in 15 quarters.
Campbell Newman Asset Management's McKesson position peaked at $1.7M in Q4 2013.
890 funds tracked by Wall St. Rank held McKesson as of Q1 2017.

Based on Campbell Newman Asset Management's 13F filing for Q1 2017, filed 13 Apr 2017.