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CapWealth Advisors’s McKesson MCK Stock Holding History

CapWealth Advisors’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
Q4 		– Sell
-258
Closed -$43K – 193
2016
Q3 		$43K Hold
258
– – 0.01% 147
2016
Q2 		$48K Hold
258
– – 0.01% 145
2016
Q1 		$41K Buy
+258
New +$41.7K 0.01% 148

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CapWealth Advisors's MCK Position: Q4 2016 in Review

CapWealth Advisors sold out of McKesson (MCK) in Q4 2016, closing a stake of 258 shares — an estimated $43K sold.

CapWealth Advisors first reported a position in MCK in Q1 2016 and held it in 3 quarters. The position peaked at $48K in Q2 2016. 889 funds tracked by Wall St. Rank hold MCK as of Q4 2016.

  • CapWealth Advisors reported no remaining McKesson position as of Q4 2016 after selling out during the quarter.
  • CapWealth Advisors sold 258 McKesson shares in Q4 2016, an estimated $43K.
  • CapWealth Advisors first reported a position in McKesson in Q1 2016 and held it in 3 quarters.
  • CapWealth Advisors's McKesson position peaked at $48K in Q2 2016.
  • 889 funds tracked by Wall St. Rank held McKesson as of Q4 2016.

Based on CapWealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.