First Allied Advisory Services’s McKesson MCK Stock Holding History

First Allied Advisory Services’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
2020 Q3	$881K	Buy	5,915 +47	+0.8%	+$7.14K	0.03%	511
2020 Q2	$900K	Buy	5,868 +21	+0.4%	+$3.03K	0.03%	468
2020 Q1	$791K	Buy	5,847 +1,745	+43%	+$256K	0.03%	456
2019 Q4	$561K	Buy	4,102 +2,195	+115%	+$310K	0.02%	672
2019 Q3	$260K	Sell	1,907 -410	-18%	-$58.2K	0.01%	969
2019 Q2	$311K	Sell	2,317 -107	-4%	-$13.3K	0.01%	877
2019 Q1	$291K	Sell	2,424 -572	-19%	-$70.6K	0.01%	886
2018 Q4	$337K	Sell	2,996 -4,731	-61%	-$590K	0.01%	732
2018 Q3	$1.03M	Buy	7,727 +153	+2%	+$20K	0.04%	456
2018 Q2	$1.01M	Sell	7,574 -910	-11%	-$133K	0.04%	448
2018 Q1	$1.2M	Buy	8,484 +48	+0.6%	+$7.48K	0.05%	406
2017 Q4	$1.31M	Sell	8,436 -1,136	-12%	-$168K	0.05%	384
2017 Q3	$1.48M	Sell	9,572 -2,379	-20%	-$371K	0.06%	312
2017 Q2	$1.95M	Sell	11,951 -512	-4%	-$77.6K	0.09%	254
2017 Q1	$1.85M	Sell	12,463 -685	-5%	-$100K	0.1%	232
2016 Q4	$1.85M	Buy	13,148 +3,134	+31%	+$461K	0.09%	238
2016 Q3	$1.67M	Sell	10,014 -2,542	-20%	-$474K	0.09%	237
2016 Q2	$2.31M	Sell	12,556 -641	-5%	-$112K	0.13%	181
2016 Q1	$2.11M	Buy	13,197 +582	+5%	+$94K	0.12%	197
2015 Q4	$2.52M	Buy	12,615 +6,943	+122%	+$1.31M	0.13%	177
2015 Q3	$1.04M	Buy	5,672 +330	+6%	+$69.9K	0.06%	337
2015 Q2	$1.2M	Sell	5,342 -115	-2%	-$26.6K	0.05%	356
2015 Q1	$1.23M	Buy	5,457 +160	+3%	+$35.5K	0.08%	285
2014 Q4	$1.1M	Sell	5,297 -798	-13%	-$162K	0.08%	302
2014 Q3	$1.19M	Buy	6,095 +2,857	+88%	+$550K	0.09%	256
2014 Q2	$602K	Buy	3,238 +55	+2%	+$9.79K	0.04%	462
2014 Q1	$562K	Buy	+3,183	New	+$556K	0.04%	483
2013 Q4	–	Sell	-4,265	Closed	-$546K	–	1007
2013 Q3	$546K	Sell	4,265 -20	-0.5%	-$2.46K	0.03%	494
2013 Q2	$491K	Buy	+4,285	New	+$477K	0.04%	489

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Allied Advisory Services's MCK Position: Q3 2020 in Review

First Allied Advisory Services increased its McKesson (MCK) stake by 0.8% in Q3 2020, buying an estimated $7.14K and bringing the position to 5,915 shares worth $881K. The position accounts for 0.03% of the portfolio, ranked #511.

First Allied Advisory Services first reported a position in MCK in Q2 2013 and has held it in 29 quarters since. The position peaked at $2.52M in Q4 2015. 877 funds tracked by Wall St. Rank hold MCK as of Q3 2020.

First Allied Advisory Services held 5,915 shares of McKesson worth $881K as of Q3 2020.
First Allied Advisory Services bought 47 McKesson shares in Q3 2020, an estimated $7.14K.
McKesson made up 0.03% of First Allied Advisory Services's portfolio in Q3 2020, its #511 holding.
First Allied Advisory Services first reported a position in McKesson in Q2 2013 and has held it in 29 quarters since.
First Allied Advisory Services's McKesson position peaked at $2.52M in Q4 2015.
877 funds tracked by Wall St. Rank held McKesson as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.