Integrated Wealth Management (Palm Desert)’s McKesson MCK Stock Holding History

Integrated Wealth Management (Palm Desert)’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	-571	Closed	-$95K	–	710
2016 Q3	$95K	Buy	571 +205	+56%	+$38.2K	0.03%	325
2016 Q2	$68K	Buy	366 +1	+0.3%	+$175	0.03%	355
2016 Q1	$57K	Sell	365 -31	-8%	-$5.01K	0.02%	360
2015 Q4	$78K	Buy	396 +6	+2%	+$1.13K	0.03%	323
2015 Q3	$72K	Buy	390 +142	+57%	+$30.1K	0.03%	318
2015 Q2	$56K	Sell	248 -11	-4%	-$2.54K	0.02%	377
2015 Q1	$58K	Buy	+259	New	+$57.4K	0.02%	363

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

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 18.14% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s MCK Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of McKesson (MCK) in Q4 2016, closing a stake of 571 shares — an estimated $95K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MCK in Q1 2015 and held it in 7 quarters. The position peaked at $95K in Q3 2016. 890 funds tracked by Wall St. Rank hold MCK as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining McKesson position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 571 McKesson shares in Q4 2016, an estimated $95K.
Integrated Wealth Management (Palm Desert) first reported a position in McKesson in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s McKesson position peaked at $95K in Q3 2016.
890 funds tracked by Wall St. Rank held McKesson as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.