First Western Capital Management’s McKesson MCK Stock Holding History

First Western 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
2017 Q3	–	Sell	-17,902	Closed	-$2.95M	–	74
2017 Q2	$2.95M	Buy	17,902 +15	+0.1%	+$2.27K	1.78%	29
2017 Q1	$2.65M	Buy	17,887 +4,549	+34%	+$666K	1.6%	30
2016 Q4	$1.87M	Sell	13,338 -4,195	-24%	-$617K	1.02%	40
2016 Q3	$2.92M	Sell	17,533 -336	-2%	-$62.6K	1.14%	37
2016 Q2	$3.33M	Sell	17,869 -159	-0.9%	-$27.9K	1.22%	32
2016 Q1	$2.83M	Buy	18,028 +597	+3%	+$96.5K	1.01%	46
2015 Q4	$3.44M	Sell	17,431 -114	-0.6%	-$21.5K	1.07%	42
2015 Q3	$3.25M	Buy	17,545 +2,114	+14%	+$448K	1.08%	40
2015 Q2	$3.47M	Buy	+15,431	New	+$3.57M	1.11%	36

Other funds holding MCK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

PCM

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

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

First Western Capital Management's MCK Position: Q3 2017 in Review

First Western Capital Management sold out of McKesson (MCK) in Q3 2017, closing a stake of 17,902 shares — an estimated $2.95M sold.

First Western Capital Management first reported a position in MCK in Q2 2015 and held it in 9 quarters. The position peaked at $3.47M in Q2 2015. 877 funds tracked by Wall St. Rank hold MCK as of Q3 2017.

First Western Capital Management reported no remaining McKesson position as of Q3 2017 after selling out during the quarter.
First Western Capital Management sold 17,902 McKesson shares in Q3 2017, an estimated $2.95M.
First Western Capital Management first reported a position in McKesson in Q2 2015 and held it in 9 quarters.
First Western Capital Management's McKesson position peaked at $3.47M in Q2 2015.
877 funds tracked by Wall St. Rank held McKesson as of Q3 2017.

Based on First Western Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.