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Ironwood Wealth Management (Arizona)’s McKesson MCK Stock Holding History

Ironwood Wealth Management (Arizona)’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
2018
Q4 		– Sell
-40
Closed -$5K – 58
2018
Q3 		$5K Hold
40
– – ﹤0.01% 54
2018
Q2 		$5K Buy
+40
New +$5.85K ﹤0.01% 54
2017
Q3 		$6K Buy
+40
New +$6.24K 0.01% 66

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s MCK Position: Q4 2018 in Review

Ironwood Wealth Management (Arizona) sold out of McKesson (MCK) in Q4 2018, closing a stake of 40 shares — an estimated $5K sold.

Ironwood Wealth Management (Arizona) first reported a position in MCK in Q3 2017 and held it in 3 quarters. The position peaked at $6K in Q3 2017. 856 funds tracked by Wall St. Rank hold MCK as of Q4 2018.

  • Ironwood Wealth Management (Arizona) reported no remaining McKesson position as of Q4 2018 after selling out during the quarter.
  • Ironwood Wealth Management (Arizona) sold 40 McKesson shares in Q4 2018, an estimated $5K.
  • Ironwood Wealth Management (Arizona) first reported a position in McKesson in Q3 2017 and held it in 3 quarters.
  • Ironwood Wealth Management (Arizona)'s McKesson position peaked at $6K in Q3 2017.
  • 856 funds tracked by Wall St. Rank held McKesson as of Q4 2018.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q4 2018, filed 13 Feb 2019.