Genovese Burford & Brothers Wealth & Retirement Plan Management’s McKesson MCK Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018 Q3	–	Sell	-669	Closed	-$89K	–	247
2018 Q2	$89K	Hold	669	–	–	0.03%	122
2018 Q1	$94K	Sell	669 -100	-13%	-$15.6K	0.03%	123
2017 Q4	$130K	Buy	769 +491	+177%	+$72.7K	0.34%	62
2017 Q3	$42K	Hold	278	–	–	0.02%	162
2017 Q2	$45K	Hold	278	–	–	0.02%	150
2017 Q1	$42K	Hold	278	–	–	0.02%	162
2016 Q4	$40K	Hold	278	–	–	0.01%	181
2016 Q3	$46K	Buy	278 +98	+54%	+$18.3K	0.02%	160
2016 Q2	$33K	Hold	180	–	–	0.01%	176
2016 Q1	$28K	Hold	180	–	–	0.01%	175
2015 Q4	$36K	Buy	+180	New	+$34K	0.02%	152

Other funds holding MCK

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

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

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

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

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

Genovese Burford & Brothers Wealth & Retirement Plan Management's MCK Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of McKesson (MCK) in Q3 2018, closing a stake of 669 shares — an estimated $89K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in MCK in Q4 2015 and held it in 11 quarters. The position peaked at $130K in Q4 2017. 852 funds tracked by Wall St. Rank hold MCK as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining McKesson position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 669 McKesson shares in Q3 2018, an estimated $89K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in McKesson in Q4 2015 and held it in 11 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's McKesson position peaked at $130K in Q4 2017.
852 funds tracked by Wall St. Rank held McKesson as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.