Joel Isaacson & Co’s McKesson MCK Stock Holding History

Joel Isaacson & Co’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	–	Sell	-36	Closed	-$8K	–	758
2015 Q2	$8K	Buy	+36	New	+$8.32K	﹤0.01%	619

Other funds holding MCK

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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 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

Joel Isaacson & Co's MCK Position: Q3 2015 in Review

Joel Isaacson & Co sold out of McKesson (MCK) in Q3 2015, closing a stake of 36 shares — an estimated $8K sold.

Joel Isaacson & Co first reported a position in MCK in Q2 2015 and held it in 1 quarter. The position peaked at $8K in Q2 2015. 925 funds tracked by Wall St. Rank hold MCK as of Q3 2015.

Joel Isaacson & Co reported no remaining McKesson position as of Q3 2015 after selling out during the quarter.
Joel Isaacson & Co sold 36 McKesson shares in Q3 2015, an estimated $8K.
Joel Isaacson & Co first reported a position in McKesson in Q2 2015 and held it in 1 quarter.
Joel Isaacson & Co's McKesson position peaked at $8K in Q2 2015.
925 funds tracked by Wall St. Rank held McKesson as of Q3 2015.

Based on Joel Isaacson & Co's 13F filing for Q3 2015, filed 21 Oct 2015.