Columbia Asset Management’s McKesson MCK Stock Holding History

Columbia Asset 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
2018 Q4	–	Sell	-865	Closed	-$115K	–	213
2018 Q3	$115K	Sell	865 -850	-50%	-$111K	0.03%	213
2018 Q2	$229K	Sell	1,715 -1,775	-51%	-$260K	0.07%	161
2018 Q1	$492K	Sell	3,490 -1,035	-23%	-$161K	0.14%	124
2017 Q4	$706K	Sell	4,525 -995	-18%	-$147K	0.2%	106
2017 Q3	$848K	Sell	5,520 -3,475	-39%	-$542K	0.26%	89
2017 Q2	$1.48M	Buy	8,995 +175	+2%	+$26.5K	0.48%	58
2017 Q1	$1.31M	Buy	8,820 +170	+2%	+$24.9K	0.44%	58
2016 Q4	$1.22M	Buy	+8,650	New	+$1.27M	0.41%	58

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

GCM

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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

Columbia Asset Management's MCK Position: Q4 2018 in Review

Columbia Asset Management sold out of McKesson (MCK) in Q4 2018, closing a stake of 865 shares — an estimated $115K sold.

Columbia Asset Management first reported a position in MCK in Q4 2016 and held it in 8 quarters. The position peaked at $1.48M in Q2 2017. 856 funds tracked by Wall St. Rank hold MCK as of Q4 2018.

Columbia Asset Management reported no remaining McKesson position as of Q4 2018 after selling out during the quarter.
Columbia Asset Management sold 865 McKesson shares in Q4 2018, an estimated $115K.
Columbia Asset Management first reported a position in McKesson in Q4 2016 and held it in 8 quarters.
Columbia Asset Management's McKesson position peaked at $1.48M in Q2 2017.
856 funds tracked by Wall St. Rank held McKesson as of Q4 2018.

Based on Columbia Asset Management's 13F filing for Q4 2018, filed 12 Feb 2019.