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Geneva Advisors’s McKesson MCK Stock Holding History

Geneva Advisors’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
2016
Q3 		– Sell
-35,856
Closed -$6.69M – 762
2016
Q2 		$6.69M Sell
35,856
-1,196
-3% -$210K 0.13% 104
2016
Q1 		$5.83M Sell
37,052
-32,717
-47% -$5.29M 0.12% 105
2015
Q4 		$13.8M Sell
69,769
-1,087
-2% -$205K 0.26% 80
2015
Q3 		$13.1M Buy
70,856
+44,482
+169% +$9.43M 0.26% 87
2015
Q2 		$5.93M Sell
26,374
-140
-0.5% -$32.4K 0.11% 120
2015
Q1 		$6M Sell
26,514
-15
-0.1% -$3.33K 0.11% 120
2014
Q4 		$5.51M Buy
26,529
+24,450
+1,176% +$4.97M 0.1% 118
2014
Q3 		$405K Hold
2,079
– – 0.01% 457
2014
Q2 		$387K Buy
2,079
+107
+5% +$19K 0.01% 475
2014
Q1 		$348K Buy
1,972
+4
+0.2% +$699 0.01% 449
2013
Q4 		$318K Buy
+1,968
New +$302K 0.01% 394

Other funds holding MCK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geneva Advisors's MCK Position: Q3 2016 in Review

Geneva Advisors sold out of McKesson (MCK) in Q3 2016, closing a stake of 35,856 shares — an estimated $6.69M sold.

Geneva Advisors first reported a position in MCK in Q4 2013 and held it in 11 quarters. The position peaked at $13.8M in Q4 2015. 939 funds tracked by Wall St. Rank hold MCK as of Q3 2016.

  • Geneva Advisors reported no remaining McKesson position as of Q3 2016 after selling out during the quarter.
  • Geneva Advisors sold 35,856 McKesson shares in Q3 2016, an estimated $6.69M.
  • Geneva Advisors first reported a position in McKesson in Q4 2013 and held it in 11 quarters.
  • Geneva Advisors's McKesson position peaked at $13.8M in Q4 2015.
  • 939 funds tracked by Wall St. Rank held McKesson as of Q3 2016.

Based on Geneva Advisors's 13F filing for Q3 2016, filed 9 Nov 2016.