Independent Portfolio Consultants’s McKesson MCK Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$76K	Sell	460 -3,773	-89%	-$572K	0.03%	452
2017 Q1	$628K	Sell	4,233 -2,075	-33%	-$304K	0.22%	161
2016 Q4	$886K	Buy	6,308 +35	+0.6%	+$5.15K	0.29%	112
2016 Q3	$1.05M	Buy	6,273 +152	+2%	+$28.3K	0.33%	88
2016 Q2	$1.14M	Sell	6,121 -122	-2%	-$21.4K	0.36%	73
2016 Q1	$982K	Buy	6,243 +1,883	+43%	+$304K	0.27%	111
2015 Q4	$860K	Sell	4,360 -2,345	-35%	-$443K	0.26%	118
2015 Q3	$1.24M	Sell	6,705 -60	-0.9%	-$12.7K	0.27%	116
2015 Q2	$1.52M	Buy	6,765 +6,550	+3,047%	+$1.51M	0.3%	110
2015 Q1	$49K	Buy	215 +92	+75%	+$20.4K	0.01%	623
2014 Q4	$26K	Buy	123 +72	+141%	+$14.6K	0.01%	660
2014 Q3	$10K	Buy	+51	New	+$9.82K	﹤0.01%	742

Other funds holding MCK

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

PCM

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independent Portfolio Consultants's MCK Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its McKesson (MCK) stake by 89% in Q2 2017, selling an estimated $572K and leaving 460 shares worth $76K. The position accounts for 0.03% of the portfolio, ranked #452.

Independent Portfolio Consultants first reported a position in MCK in Q3 2014 and has held it in 12 quarters since. The position peaked at $1.52M in Q2 2015. 909 funds tracked by Wall St. Rank hold MCK as of Q2 2017.

Independent Portfolio Consultants held 460 shares of McKesson worth $76K as of Q2 2017.
Independent Portfolio Consultants sold 3,773 McKesson shares in Q2 2017, an estimated $572K.
McKesson made up 0.03% of Independent Portfolio Consultants's portfolio in Q2 2017, its #452 holding.
Independent Portfolio Consultants first reported a position in McKesson in Q3 2014 and has held it in 12 quarters since.
Independent Portfolio Consultants's McKesson position peaked at $1.52M in Q2 2015.
909 funds tracked by Wall St. Rank held McKesson as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.