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CCM Investment Advisers’s McKesson MCK Stock Holding History

CCM Investment Advisers’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
-2,102
Closed -$350K – 96
2016
Q3 		$350K Sell
2,102
-81,940
-97% -$15.3M 0.07% 85
2016
Q2 		$15.7M Sell
84,042
-18,672
-18% -$3.28M 1.46% 35
2016
Q1 		$16.2M Buy
102,714
+10,508
+11% +$1.7M 1.51% 39
2015
Q4 		$18.2M Sell
92,206
-1,282
-1% -$242K 1.7% 37
2015
Q3 		$17.3M Buy
93,488
+26,088
+39% +$5.53M 1.72% 32
2015
Q2 		$15.2M Buy
+67,400
New +$15.6M 1.4% 44

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

CCM Investment Advisers's MCK Position: Q4 2016 in Review

CCM Investment Advisers sold out of McKesson (MCK) in Q4 2016, closing a stake of 2,102 shares — an estimated $350K sold.

CCM Investment Advisers first reported a position in MCK in Q2 2015 and held it in 6 quarters. The position peaked at $18.2M in Q4 2015. 889 funds tracked by Wall St. Rank hold MCK as of Q4 2016.

  • CCM Investment Advisers reported no remaining McKesson position as of Q4 2016 after selling out during the quarter.
  • CCM Investment Advisers sold 2,102 McKesson shares in Q4 2016, an estimated $350K.
  • CCM Investment Advisers first reported a position in McKesson in Q2 2015 and held it in 6 quarters.
  • CCM Investment Advisers's McKesson position peaked at $18.2M in Q4 2015.
  • 889 funds tracked by Wall St. Rank held McKesson as of Q4 2016.

Based on CCM Investment Advisers's 13F filing for Q4 2016, filed 15 Feb 2017.