CLA (CliftonLarsonAllen) Wealth Advisors’s McKesson MCK Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2017 Q4	–	Sell	-10,068	Closed	-$1.55M	–	135
2017 Q3	$1.55M	Buy	10,068 +30	+0.3%	+$4.68K	0.16%	73
2017 Q2	$1.65M	Hold	10,038	–	–	0.18%	69
2017 Q1	$1.49M	Hold	10,038	–	–	0.17%	75
2016 Q4	$1.41M	Sell	10,038 -1,074	-10%	-$158K	0.16%	72
2016 Q3	$1.85M	Sell	11,112 -76	-0.7%	-$14.2K	0.23%	59
2016 Q2	$2.09M	Buy	11,188 +17	+0.2%	+$2.98K	0.3%	50
2016 Q1	$1.76M	Sell	11,171 -94	-0.8%	-$15.2K	0.28%	54
2015 Q4	$2.22M	Buy	+11,265	New	+$2.13M	0.37%	48

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's MCK Position: Q4 2017 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of McKesson (MCK) in Q4 2017, closing a stake of 10,068 shares — an estimated $1.55M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in MCK in Q4 2015 and held it in 8 quarters. The position peaked at $2.22M in Q4 2015. 927 funds tracked by Wall St. Rank hold MCK as of Q4 2017.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining McKesson position as of Q4 2017 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 10,068 McKesson shares in Q4 2017, an estimated $1.55M.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in McKesson in Q4 2015 and held it in 8 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's McKesson position peaked at $2.22M in Q4 2015.
927 funds tracked by Wall St. Rank held McKesson as of Q4 2017.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2017, filed 31 Jan 2018.