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Cetera Investment Management’s McKesson MCK Stock Holding History

Cetera Investment 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
Q3 		– Sell
-2,197
Closed -$355K – 45
2017
Q2 		$355K Sell
2,197
-464
-17% -$70.3K 0.45% 75
2017
Q1 		$395K Sell
2,661
-1,535
-37% -$225K 0.45% 82
2016
Q4 		$589K Buy
4,196
+109
+3% +$16K 0.44% 85
2016
Q3 		$682K Sell
4,087
-479
-10% -$89.3K 0.44% 80
2016
Q2 		$852K Sell
4,566
-426
-9% -$74.7K 0.5% 74
2016
Q1 		$796K Sell
4,992
-139
-3% -$22.5K 0.41% 86
2015
Q4 		$1.02M Buy
+5,131
New +$969K 0.41% 91

Other funds holding MCK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Cetera Investment Management's MCK Position: Q3 2017 in Review

Cetera Investment Management sold out of McKesson (MCK) in Q3 2017, closing a stake of 2,197 shares — an estimated $355K sold.

Cetera Investment Management first reported a position in MCK in Q4 2015 and held it in 7 quarters. The position peaked at $1.02M in Q4 2015. 877 funds tracked by Wall St. Rank hold MCK as of Q3 2017.

  • Cetera Investment Management reported no remaining McKesson position as of Q3 2017 after selling out during the quarter.
  • Cetera Investment Management sold 2,197 McKesson shares in Q3 2017, an estimated $355K.
  • Cetera Investment Management first reported a position in McKesson in Q4 2015 and held it in 7 quarters.
  • Cetera Investment Management's McKesson position peaked at $1.02M in Q4 2015.
  • 877 funds tracked by Wall St. Rank held McKesson as of Q3 2017.

Based on Cetera Investment Management's 13F filing for Q3 2017.