Kanaly Trust’s McKesson MCK Stock Holding History

Kanaly Trust’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	$2K	Sell	11 -153	-93%	-$22.5K	﹤0.01%	816
2016 Q3	$27K	Sell	164 -36	-18%	-$6.71K	0.01%	370
2016 Q2	$37K	Sell	200 -15	-7%	-$2.63K	0.01%	330
2016 Q1	$34K	Sell	215 -15	-7%	-$2.42K	0.01%	342
2015 Q4	$45K	Buy	230 +161	+233%	+$30.4K	0.01%	296
2015 Q3	$13K	Buy	69 +13	+23%	+$2.75K	﹤0.01%	511
2015 Q2	$13K	Buy	56 +38	+211%	+$8.79K	﹤0.01%	519
2015 Q1	$4K	Buy	18 +6	+50%	+$1.33K	﹤0.01%	537
2014 Q4	$2K	Buy	12 +3	+33%	+$609	﹤0.01%	635
2014 Q3	$2K	Hold	9	–	–	﹤0.01%	715
2014 Q2	$2K	Sell	9 -22	-71%	-$3.91K	﹤0.01%	646
2014 Q1	$5K	Buy	+31	New	+$5.42K	﹤0.01%	575

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 $645B AUM 30.41% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VVP

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Kanaly Trust's MCK Position: Q4 2016 in Review

Kanaly Trust reduced its McKesson (MCK) stake by 93% in Q4 2016, selling an estimated $22.5K and leaving 11 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Kanaly Trust first reported a position in MCK in Q1 2014 and has held it in 12 quarters since. The position peaked at $45K in Q4 2015. 889 funds tracked by Wall St. Rank hold MCK as of Q4 2016.

Kanaly Trust held 11 shares of McKesson worth $2K as of Q4 2016.
Kanaly Trust sold 153 McKesson shares in Q4 2016, an estimated $22.5K.
McKesson made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #816 holding.
Kanaly Trust first reported a position in McKesson in Q1 2014 and has held it in 12 quarters since.
Kanaly Trust's McKesson position peaked at $45K in Q4 2015.
889 funds tracked by Wall St. Rank held McKesson as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.