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Clear Perspective Advisors’s McKesson MCK Stock Holding History

Clear Perspective 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
2018
Q3 		– Sell
-1,217
Closed -$162K – 317
2018
Q2 		$162K Sell
1,217
-305
-20% -$44.6K 0.11% 156
2018
Q1 		$214K Sell
1,522
-95
-6% -$14.8K 0.16% 128
2017
Q4 		$252K Sell
1,617
-85
-5% -$12.6K 0.19% 121
2017
Q3 		$261K Sell
1,702
-725
-30% -$113K 0.21% 111
2017
Q2 		$399K Sell
2,427
-118
-5% -$17.9K 0.34% 77
2017
Q1 		$377K Buy
2,545
+10
+0.4% +$1.47K 0.25% 81
2016
Q4 		$356K Buy
+2,535
New +$373K 0.24% 87

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clear Perspective Advisors's MCK Position: Q3 2018 in Review

Clear Perspective Advisors sold out of McKesson (MCK) in Q3 2018, closing a stake of 1,217 shares — an estimated $162K sold.

Clear Perspective Advisors first reported a position in MCK in Q4 2016 and held it in 7 quarters. The position peaked at $399K in Q2 2017. 851 funds tracked by Wall St. Rank hold MCK as of Q3 2018.

  • Clear Perspective Advisors reported no remaining McKesson position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 1,217 McKesson shares in Q3 2018, an estimated $162K.
  • Clear Perspective Advisors first reported a position in McKesson in Q4 2016 and held it in 7 quarters.
  • Clear Perspective Advisors's McKesson position peaked at $399K in Q2 2017.
  • 851 funds tracked by Wall St. Rank held McKesson as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.