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Montage Investments’s McKesson MCK Stock Holding History

Montage Investments’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
Q3 		$1.24M Hold
7,418
– – 0.68% 40
2016
Q2 		$1.39M Sell
7,418
-1,272
-15% -$223K 0.97% 23
2016
Q1 		$1.37M Buy
8,690
+6,855
+374% +$1.11M 0.98% 25
2015
Q4 		$362K Buy
+1,835
New +$346K 0.71% 52

Other funds holding MCK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Montage Investments's MCK Position: Q3 2016 in Review

Montage Investments held its McKesson (MCK) position steady in Q3 2016 at 7,418 shares worth $1.24M. The position accounts for 0.68% of the portfolio, ranked #40.

Montage Investments first reported a position in MCK in Q4 2015 and has held it in 4 quarters since. The position peaked at $1.39M in Q2 2016. 939 funds tracked by Wall St. Rank hold MCK as of Q3 2016.

  • Montage Investments held 7,418 shares of McKesson worth $1.24M as of Q3 2016.
  • Montage Investments left its McKesson share count unchanged in Q3 2016.
  • McKesson made up 0.68% of Montage Investments's portfolio in Q3 2016, its #40 holding.
  • Montage Investments first reported a position in McKesson in Q4 2015 and has held it in 4 quarters since.
  • Montage Investments's McKesson position peaked at $1.39M in Q2 2016.
  • 939 funds tracked by Wall St. Rank held McKesson as of Q3 2016.

Based on Montage Investments's 13F filing for Q3 2016, filed 10 Nov 2016.