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Gupta Wealth Management’s McKesson MCK Stock Holding History

Gupta Wealth 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
2016
Q1 		$284K Sell
1,805
-374
-17% -$60.4K 0.07% 201
2015
Q4 		$430K Sell
2,179
-112
-5% -$21.1K 0.11% 153
2015
Q3 		$424K Sell
2,291
-270
-11% -$57.2K 0.1% 154
2015
Q2 		$576K Sell
2,561
-135
-5% -$31.2K 0.14% 131
2015
Q1 		$610K Buy
+2,696
New +$598K 0.18% 114

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Gupta Wealth Management's MCK Position: Q1 2016 in Review

Gupta Wealth Management reduced its McKesson (MCK) stake by 17% in Q1 2016, selling an estimated $60.4K and leaving 1,805 shares worth $284K. The position accounts for 0.07% of the portfolio, ranked #201.

Gupta Wealth Management first reported a position in MCK in Q1 2015 and has held it in 5 quarters since. The position peaked at $610K in Q1 2015. 937 funds tracked by Wall St. Rank hold MCK as of Q1 2016.

  • Gupta Wealth Management held 1,805 shares of McKesson worth $284K as of Q1 2016.
  • Gupta Wealth Management sold 374 McKesson shares in Q1 2016, an estimated $60.4K.
  • McKesson made up 0.07% of Gupta Wealth Management's portfolio in Q1 2016, its #201 holding.
  • Gupta Wealth Management first reported a position in McKesson in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's McKesson position peaked at $610K in Q1 2015.
  • 937 funds tracked by Wall St. Rank held McKesson as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.