CWM
MCK icon

Catamount Wealth Management’s McKesson MCK Stock Holding History

Catamount Wealth 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
2015
Q3 		– Sell
-15,090
Closed -$3.39M – 181
2015
Q2 		$3.39M Buy
15,090
+705
+5% +$163K 2.63% 16
2015
Q1 		$3.25M Buy
+14,385
New +$3.19M 2.68% 15

Other funds holding MCK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Catamount Wealth Management's MCK Position: Q3 2015 in Review

Catamount Wealth Management sold out of McKesson (MCK) in Q3 2015, closing a stake of 15,090 shares — an estimated $3.39M sold.

Catamount Wealth Management first reported a position in MCK in Q1 2015 and held it in 2 quarters. The position peaked at $3.39M in Q2 2015. 925 funds tracked by Wall St. Rank hold MCK as of Q3 2015.

  • Catamount Wealth Management reported no remaining McKesson position as of Q3 2015 after selling out during the quarter.
  • Catamount Wealth Management sold 15,090 McKesson shares in Q3 2015, an estimated $3.39M.
  • Catamount Wealth Management first reported a position in McKesson in Q1 2015 and held it in 2 quarters.
  • Catamount Wealth Management's McKesson position peaked at $3.39M in Q2 2015.
  • 925 funds tracked by Wall St. Rank held McKesson as of Q3 2015.

Based on Catamount Wealth Management's 13F filing for Q3 2015, filed 22 Jun 2016.