Fusion Family Wealth’s McKesson MCK Stock Holding History

Fusion Family Wealth’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 Q1	–	Sell	-24	Closed	-$3K	–	375
2016 Q4	$3K	Buy	+24	New	+$3.53K	﹤0.01%	338

Other funds holding MCK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Fusion Family Wealth's MCK Position: Q1 2017 in Review

Fusion Family Wealth sold out of McKesson (MCK) in Q1 2017, closing a stake of 24 shares — an estimated $3K sold.

Fusion Family Wealth first reported a position in MCK in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 890 funds tracked by Wall St. Rank hold MCK as of Q1 2017.

Fusion Family Wealth reported no remaining McKesson position as of Q1 2017 after selling out during the quarter.
Fusion Family Wealth sold 24 McKesson shares in Q1 2017, an estimated $3K.
Fusion Family Wealth first reported a position in McKesson in Q4 2016 and held it in 1 quarter.
Fusion Family Wealth's McKesson position peaked at $3K in Q4 2016.
890 funds tracked by Wall St. Rank held McKesson as of Q1 2017.

Based on Fusion Family Wealth's 13F filing for Q1 2017, filed 8 May 2017.