Financial Partners Capital Management’s McKesson MCK Stock Holding History

Financial Partners Capital 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 Q2	–	Sell	-17,978	Closed	-$2.53M	–	81
2018 Q1	$2.53M	Sell	17,978 -327	-2%	-$50.9K	0.76%	42
2017 Q4	$2.85M	Sell	18,305 -35	-0.2%	-$5.18K	0.53%	55
2017 Q3	$2.82M	Buy	18,340 +695	+4%	+$108K	0.54%	56
2017 Q2	$2.9M	Buy	+17,645	New	+$2.68M	0.61%	54

Other funds holding MCK

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

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

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

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

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

GCM

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

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

PCM

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

Financial Partners Capital Management's MCK Position: Q2 2018 in Review

Financial Partners Capital Management sold out of McKesson (MCK) in Q2 2018, closing a stake of 17,978 shares — an estimated $2.53M sold.

Financial Partners Capital Management first reported a position in MCK in Q2 2017 and held it in 4 quarters. The position peaked at $2.9M in Q2 2017. 904 funds tracked by Wall St. Rank hold MCK as of Q2 2018.

Financial Partners Capital Management reported no remaining McKesson position as of Q2 2018 after selling out during the quarter.
Financial Partners Capital Management sold 17,978 McKesson shares in Q2 2018, an estimated $2.53M.
Financial Partners Capital Management first reported a position in McKesson in Q2 2017 and held it in 4 quarters.
Financial Partners Capital Management's McKesson position peaked at $2.9M in Q2 2017.
904 funds tracked by Wall St. Rank held McKesson as of Q2 2018.

Based on Financial Partners Capital Management's 13F filing for Q2 2018, filed 19 Feb 2019.