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Concert Wealth Management’s McKesson MCK Stock Holding History

Concert Wealth 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
Q2 		– Sell
-1,863
Closed -$261K – 321
2017
Q1 		$261K Sell
1,863
-1,400
-43% -$205K 0.06% 384
2016
Q4 		$458K Sell
3,263
-3,390
-51% -$499K 0.1% 270
2016
Q3 		$1.11M Sell
6,653
-165
-2% -$30.8K 0.14% 198
2016
Q2 		$1.27M Buy
6,818
+4,714
+224% +$827K 0.17% 170
2016
Q1 		$329K Sell
2,104
-15
-0.7% -$2.42K 0.04% 435
2015
Q4 		$419K Buy
2,119
+183
+9% +$34.5K 0.06% 397
2015
Q3 		$359K Sell
1,936
-145
-7% -$30.7K 0.05% 434
2015
Q2 		$466K Sell
2,081
-39
-2% -$9.02K 0.06% 375
2015
Q1 		$295K Buy
2,120
+87
+4% +$19.3K 0.08% 303
2014
Q4 		$422K Sell
2,033
-589
-22% -$120K 0.06% 364
2014
Q3 		$514K Buy
2,622
+44
+2% +$8.47K 0.07% 254
2014
Q2 		$461K Sell
2,578
-298
-10% -$53K 0.06% 302
2014
Q1 		$506K Buy
2,876
+8
+0.3% +$1.4K 0.06% 265
2013
Q4 		$461K Buy
2,868
+413
+17% +$63.4K 0.06% 277
2013
Q3 		$313K Buy
2,455
+5
+0.2% +$614 0.04% 357
2013
Q2 		$278K Buy
+2,450
New +$273K 0.04% 357

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Concert Wealth Management's MCK Position: Q2 2017 in Review

Concert Wealth Management sold out of McKesson (MCK) in Q2 2017, closing a stake of 1,863 shares — an estimated $261K sold.

Concert Wealth Management first reported a position in MCK in Q2 2013 and held it in 16 quarters. The position peaked at $1.27M in Q2 2016. 909 funds tracked by Wall St. Rank hold MCK as of Q2 2017.

  • Concert Wealth Management reported no remaining McKesson position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 1,863 McKesson shares in Q2 2017, an estimated $261K.
  • Concert Wealth Management first reported a position in McKesson in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's McKesson position peaked at $1.27M in Q2 2016.
  • 909 funds tracked by Wall St. Rank held McKesson as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.