Godshalk Welsh Capital Management’s McKesson MCK Stock Holding History

Godshalk Welsh Capital 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 Q1	–	Sell	-1,450	Closed	-$226K	–	113
2017 Q4	$226K	Hold	1,450	–	–	0.23%	111
2017 Q3	$223K	Hold	1,450	–	–	0.22%	120
2017 Q2	$239K	Sell	1,450 -100	-6%	-$15.2K	0.24%	118
2017 Q1	$230K	Sell	1,550 -150	-9%	-$22K	0.23%	121
2016 Q4	$239K	Sell	1,700 -1,175	-41%	-$173K	0.24%	118
2016 Q3	$479K	Buy	2,875 +28	+1%	+$5.22K	0.49%	79
2016 Q2	$531K	Sell	2,847 -400	-12%	-$70.2K	0.56%	71
2016 Q1	$511K	Hold	3,247	–	–	0.53%	77
2015 Q4	$640K	Hold	3,247	–	–	0.67%	55
2015 Q3	$601K	Hold	3,247	–	–	0.66%	60
2015 Q2	$730K	Sell	3,247 -275	-8%	-$63.6K	0.74%	55
2015 Q1	$797K	Sell	3,522 -150	-4%	-$33.3K	0.82%	46
2014 Q4	$762K	Buy	+3,672	New	+$746K	0.69%	51

Other funds holding MCK

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GCM

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

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Godshalk Welsh Capital Management's MCK Position: Q1 2018 in Review

Godshalk Welsh Capital Management sold out of McKesson (MCK) in Q1 2018, closing a stake of 1,450 shares — an estimated $226K sold.

Godshalk Welsh Capital Management first reported a position in MCK in Q4 2014 and held it in 13 quarters. The position peaked at $797K in Q1 2015. 890 funds tracked by Wall St. Rank hold MCK as of Q1 2018.

Godshalk Welsh Capital Management reported no remaining McKesson position as of Q1 2018 after selling out during the quarter.
Godshalk Welsh Capital Management sold 1,450 McKesson shares in Q1 2018, an estimated $226K.
Godshalk Welsh Capital Management first reported a position in McKesson in Q4 2014 and held it in 13 quarters.
Godshalk Welsh Capital Management's McKesson position peaked at $797K in Q1 2015.
890 funds tracked by Wall St. Rank held McKesson as of Q1 2018.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2018, filed 10 May 2018.