LBA Wealth Management’s McKesson MCK Stock Holding History

LBA Wealth Management’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
2017 Q1	$953K	Buy	6,429 +25	+0.4%	+$3.66K	0.5%	35
2016 Q4	$899K	Sell	6,404 -55	-0.9%	-$8.09K	0.49%	35
2016 Q3	$1.08M	Sell	6,459 -90	-1%	-$16.8K	0.61%	29
2016 Q2	$1.22M	Buy	6,549 +160	+3%	+$28.1K	0.69%	26
2016 Q1	$1M	Buy	6,389 +50	+0.8%	+$8.08K	0.58%	32
2015 Q4	$1.25M	Buy	6,339 +145	+2%	+$27.4K	0.72%	24
2015 Q3	$1.15M	Sell	6,194 -576	-9%	-$122K	0.72%	23
2015 Q2	$1.52M	Sell	6,770 -45	-0.7%	-$10.4K	0.96%	18
2015 Q1	$1.54M	Buy	6,815 +350	+5%	+$77.6K	0.97%	17
2014 Q4	$1.34M	Sell	6,465 -585	-8%	-$119K	0.89%	19
2014 Q3	$1.37M	Sell	7,050 -275	-4%	-$52.9K	0.95%	19
2014 Q2	$1.36M	Sell	7,325 -15	-0.2%	-$2.67K	1.11%	18
2014 Q1	$1.3M	Sell	7,340 -25	-0.3%	-$4.37K	1.06%	19
2013 Q4	$1.19M	Buy	+7,365	New	+$1.13M	0.98%	23

Other funds holding MCK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

VVP

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

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

LBA Wealth Management's MCK Position: Q1 2017 in Review

LBA Wealth Management increased its McKesson (MCK) stake by 0.39% in Q1 2017, buying an estimated $3.66K and bringing the position to 6,429 shares worth $953K. The position accounts for 0.5% of the portfolio, ranked #35.

LBA Wealth Management first reported a position in MCK in Q4 2013 and has held it in 14 quarters since. The position peaked at $1.54M in Q1 2015. 890 funds tracked by Wall St. Rank hold MCK as of Q1 2017.

LBA Wealth Management held 6,429 shares of McKesson worth $953K as of Q1 2017.
LBA Wealth Management bought 25 McKesson shares in Q1 2017, an estimated $3.66K.
McKesson made up 0.5% of LBA Wealth Management's portfolio in Q1 2017, its #35 holding.
LBA Wealth Management first reported a position in McKesson in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's McKesson position peaked at $1.54M in Q1 2015.
890 funds tracked by Wall St. Rank held McKesson as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.