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Ironwood Financial’s McKesson MCK Stock Holding History

Ironwood Financial’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
2015
Q3 		$131K Hold
707
– – 0.06% 81
2015
Q2 		$159K Hold
707
– – 0.08% 72
2015
Q1 		$160K Hold
707
– – 0.08% 73
2014
Q4 		$147K Buy
+707
New +$144K 0.08% 72

Other funds holding MCK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Ironwood Financial's MCK Position: Q3 2015 in Review

Ironwood Financial held its McKesson (MCK) position steady in Q3 2015 at 707 shares worth $131K. The position accounts for 0.06% of the portfolio, ranked #81.

Ironwood Financial first reported a position in MCK in Q4 2014 and has held it in 4 quarters since. The position peaked at $160K in Q1 2015. 925 funds tracked by Wall St. Rank hold MCK as of Q3 2015.

  • Ironwood Financial held 707 shares of McKesson worth $131K as of Q3 2015.
  • Ironwood Financial left its McKesson share count unchanged in Q3 2015.
  • McKesson made up 0.06% of Ironwood Financial's portfolio in Q3 2015, its #81 holding.
  • Ironwood Financial first reported a position in McKesson in Q4 2014 and has held it in 4 quarters since.
  • Ironwood Financial's McKesson position peaked at $160K in Q1 2015.
  • 925 funds tracked by Wall St. Rank held McKesson as of Q3 2015.

Based on Ironwood Financial's 13F filing for Q3 2015, filed 9 Nov 2015.