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Mosaic Family Wealth’s McKesson MCK Stock Holding History

Mosaic Family Wealth’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
Q4 		– Sell
-16
Closed -$2K – 824
2017
Q3 		$2K Sell
16
-19
-54% -$2.97K ﹤0.01% 839
2017
Q2 		$6K Hold
35
– – ﹤0.01% 561
2017
Q1 		$5K Buy
35
+12
+52% +$1.76K ﹤0.01% 578
2016
Q4 		$3K Hold
23
– – ﹤0.01% 633
2016
Q3 		$4K Hold
23
– – ﹤0.01% 610
2016
Q2 		$5K Sell
23
-200
-90% -$35.1K ﹤0.01% 603
2016
Q1 		$35K Buy
223
+200
+870% +$32.3K 0.02% 367
2015
Q4 		$4K Buy
+23
New +$4.34K ﹤0.01% 614

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Mosaic Family Wealth's MCK Position: Q4 2017 in Review

Mosaic Family Wealth sold out of McKesson (MCK) in Q4 2017, closing a stake of 16 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in MCK in Q4 2015 and held it in 8 quarters. The position peaked at $35K in Q1 2016. 927 funds tracked by Wall St. Rank hold MCK as of Q4 2017.

  • Mosaic Family Wealth reported no remaining McKesson position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 16 McKesson shares in Q4 2017, an estimated $2K.
  • Mosaic Family Wealth first reported a position in McKesson in Q4 2015 and held it in 8 quarters.
  • Mosaic Family Wealth's McKesson position peaked at $35K in Q1 2016.
  • 927 funds tracked by Wall St. Rank held McKesson as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.