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Gary Goldberg Planning Services’s McKesson MCK Stock Holding History

Gary Goldberg Planning 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
2014
Q4 		$574K Buy
2,766
+1,575
+132% +$320K 0.24% 58
2014
Q3 		$232K Buy
1,191
+111
+10% +$21.4K 0.1% 106
2014
Q2 		$201K Buy
+1,080
New +$192K 0.09% 112

Other funds holding MCK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gary Goldberg Planning Services's MCK Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its McKesson (MCK) stake by 132% in Q4 2014, buying an estimated $320K and bringing the position to 2,766 shares worth $574K. The position accounts for 0.24% of the portfolio, ranked #58.

Gary Goldberg Planning Services first reported a position in MCK in Q2 2014 and has held it in 3 quarters since. 888 funds tracked by Wall St. Rank hold MCK as of Q4 2014.

  • Gary Goldberg Planning Services held 2,766 shares of McKesson worth $574K as of Q4 2014.
  • Gary Goldberg Planning Services bought 1,575 McKesson shares in Q4 2014, an estimated $320K.
  • McKesson made up 0.24% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #58 holding.
  • Gary Goldberg Planning Services first reported a position in McKesson in Q2 2014 and has held it in 3 quarters since.
  • 888 funds tracked by Wall St. Rank held McKesson as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.