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Hollow Brook Wealth Management’s McKesson MCK Stock Holding History

Hollow Brook 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
Q4 		– Sell
-16,119
Closed -$2.69M – 49
2016
Q3 		$2.69M Sell
16,119
-103
-0.6% -$19.2K 1.59% 20
2016
Q2 		$3.03M Sell
16,222
-2,782
-15% -$488K 2.1% 16
2016
Q1 		$2.99M Buy
19,004
+9,011
+90% +$1.46M 1.78% 17
2015
Q4 		$1.97M Buy
+9,993
New +$1.89M 0.98% 22

Other funds holding MCK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hollow Brook Wealth Management's MCK Position: Q4 2016 in Review

Hollow Brook Wealth Management sold out of McKesson (MCK) in Q4 2016, closing a stake of 16,119 shares — an estimated $2.69M sold.

Hollow Brook Wealth Management first reported a position in MCK in Q4 2015 and held it in 4 quarters. The position peaked at $3.03M in Q2 2016. 889 funds tracked by Wall St. Rank hold MCK as of Q4 2016.

  • Hollow Brook Wealth Management reported no remaining McKesson position as of Q4 2016 after selling out during the quarter.
  • Hollow Brook Wealth Management sold 16,119 McKesson shares in Q4 2016, an estimated $2.69M.
  • Hollow Brook Wealth Management first reported a position in McKesson in Q4 2015 and held it in 4 quarters.
  • Hollow Brook Wealth Management's McKesson position peaked at $3.03M in Q2 2016.
  • 889 funds tracked by Wall St. Rank held McKesson as of Q4 2016.

Based on Hollow Brook Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.