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Lucus Advisors’s McKesson MCK Stock Holding History

Lucus Advisors’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
Q3 		– Sell
-2,183
Closed -$359K – 230
2017
Q2 		$359K Sell
2,183
-559
-20% -$84.8K 0.48% 77
2017
Q1 		$407K Buy
+2,742
New +$402K 0.38% 148
2016
Q4 		– Sell
-2,383
Closed -$397K – 116
2016
Q3 		$397K Buy
2,383
+513
+27% +$95.6K 0.34% 80
2016
Q2 		$349K Buy
+1,870
New +$328K 0.29% 125

Other funds holding MCK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Lucus Advisors's MCK Position: Q3 2017 in Review

Lucus Advisors sold out of McKesson (MCK) in Q3 2017, closing a stake of 2,183 shares — an estimated $359K sold.

Lucus Advisors first reported a position in MCK in Q2 2016 and held it in 4 quarters. The position peaked at $407K in Q1 2017. 877 funds tracked by Wall St. Rank hold MCK as of Q3 2017.

  • Lucus Advisors reported no remaining McKesson position as of Q3 2017 after selling out during the quarter.
  • Lucus Advisors sold 2,183 McKesson shares in Q3 2017, an estimated $359K.
  • Lucus Advisors first reported a position in McKesson in Q2 2016 and held it in 4 quarters.
  • Lucus Advisors's McKesson position peaked at $407K in Q1 2017.
  • 877 funds tracked by Wall St. Rank held McKesson as of Q3 2017.

Based on Lucus Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.