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Frontier Wealth Management’s McKesson MCK Stock Holding History

Frontier 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
Q3 		– Sell
-2,606
Closed -$429K – 396
2017
Q2 		$429K Buy
2,606
+1
+0% +$152 0.07% 243
2017
Q1 		$386K Buy
+2,605
New +$382K 0.06% 263

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Frontier Wealth Management's MCK Position: Q3 2017 in Review

Frontier Wealth Management sold out of McKesson (MCK) in Q3 2017, closing a stake of 2,606 shares — an estimated $429K sold.

Frontier Wealth Management first reported a position in MCK in Q1 2017 and held it in 2 quarters. The position peaked at $429K in Q2 2017. 877 funds tracked by Wall St. Rank hold MCK as of Q3 2017.

  • Frontier Wealth Management reported no remaining McKesson position as of Q3 2017 after selling out during the quarter.
  • Frontier Wealth Management sold 2,606 McKesson shares in Q3 2017, an estimated $429K.
  • Frontier Wealth Management first reported a position in McKesson in Q1 2017 and held it in 2 quarters.
  • Frontier Wealth Management's McKesson position peaked at $429K in Q2 2017.
  • 877 funds tracked by Wall St. Rank held McKesson as of Q3 2017.

Based on Frontier Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.