New York Life Trust’s McKesson MCK Stock Holding History

New York Life Trust’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	$5K	Buy	+32	New	+$4.69K	0.24%	121
2016 Q4	–	Sell	-579	Closed	-$97K	–	234
2016 Q3	$97K	Buy	579 +163	+39%	+$30.4K	0.48%	71
2016 Q2	$78K	Buy	+416	New	+$73K	0.38%	98
2016 Q1	–	Sell	-862	Closed	-$139K	–	269
2015 Q4	$170K	Buy	+862	New	+$163K	0.73%	35
2015 Q3	–	Sell	-194	Closed	-$44K	–	226
2015 Q2	$44K	Sell	194 -59	-23%	-$13.6K	0.18%	149
2015 Q1	$57K	Buy	+253	New	+$56.1K	0.23%	137
2014 Q3	–	Sell	-829	Closed	-$160K	–	209
2014 Q2	$154K	Sell	829 -15	-2%	-$2.67K	0.65%	43
2014 Q1	$149K	Sell	844 -27	-3%	-$4.72K	0.66%	47
2013 Q4	$141K	Sell	871 -135	-13%	-$20.7K	0.64%	42
2013 Q3	$129K	Sell	1,006 -178	-15%	-$21.9K	0.65%	43
2013 Q2	$136K	Buy	+1,184	New	+$132K	0.63%	43

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 $37.4B AUM 35.42% 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

New York Life Trust's MCK Position: Q1 2017 in Review

New York Life Trust opened a new position in McKesson (MCK) in Q1 2017: 32 shares worth $5K. The stake represents 0.24% of the portfolio and ranks #121 among its holdings. This is a return to the name: New York Life Trust previously reported a position in MCK as recently as Q3 2016.

New York Life Trust first reported a position in MCK in Q2 2013 and has held it in 11 quarters since. The position peaked at $170K in Q4 2015. 890 funds tracked by Wall St. Rank hold MCK as of Q1 2017.

New York Life Trust held 32 shares of McKesson worth $5K as of Q1 2017.
McKesson was a new New York Life Trust position in Q1 2017.
McKesson made up 0.24% of New York Life Trust's portfolio in Q1 2017, its #121 holding.
New York Life Trust first reported a position in McKesson in Q2 2013 and has held it in 11 quarters since.
New York Life Trust's McKesson position peaked at $170K in Q4 2015.
890 funds tracked by Wall St. Rank held McKesson as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.