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Mountain Capital Investment Advisors’s McKesson MCK Stock Holding History

Mountain Capital Investment 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
Q4 		– Sell
-23
Closed -$4K – 261
2017
Q3 		$4K Sell
23
-1,463
-98% -$228K ﹤0.01% 366
2017
Q2 		$245K Buy
+1,486
New +$225K 0.24% 29

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

Mountain Capital Investment Advisors's MCK Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of McKesson (MCK) in Q4 2017, closing a stake of 23 shares — an estimated $4K sold.

Mountain Capital Investment Advisors first reported a position in MCK in Q2 2017 and held it in 2 quarters. The position peaked at $245K in Q2 2017. 927 funds tracked by Wall St. Rank hold MCK as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining McKesson position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 23 McKesson shares in Q4 2017, an estimated $4K.
  • Mountain Capital Investment Advisors first reported a position in McKesson in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's McKesson position peaked at $245K in Q2 2017.
  • 927 funds tracked by Wall St. Rank held McKesson as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.