NQWM
MCK icon

Northwest Quadrant Wealth Management’s McKesson MCK Stock Holding History

Northwest Quadrant Wealth Management’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
2018
Q3 		– Sell
-6,828
Closed -$280K – 59
2018
Q2 		$280K Buy
+6,828
New +$999K 0.19% 43

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwest Quadrant Wealth Management's MCK Position: Q3 2018 in Review

Northwest Quadrant Wealth Management sold out of McKesson (MCK) in Q3 2018, closing a stake of 6,828 shares — an estimated $280K sold.

Northwest Quadrant Wealth Management first reported a position in MCK in Q2 2018 and held it in 1 quarter. The position peaked at $280K in Q2 2018. 851 funds tracked by Wall St. Rank hold MCK as of Q3 2018.

  • Northwest Quadrant Wealth Management reported no remaining McKesson position as of Q3 2018 after selling out during the quarter.
  • Northwest Quadrant Wealth Management sold 6,828 McKesson shares in Q3 2018, an estimated $280K.
  • Northwest Quadrant Wealth Management first reported a position in McKesson in Q2 2018 and held it in 1 quarter.
  • Northwest Quadrant Wealth Management's McKesson position peaked at $280K in Q2 2018.
  • 851 funds tracked by Wall St. Rank held McKesson as of Q3 2018.

Based on Northwest Quadrant Wealth Management's 13F filing for Q3 2018, filed 16 Nov 2018.