Opes Advisors’s McKesson MCK Stock Holding History

Opes 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 Q3	–	Sell	-2,254	Closed	-$313K	–	46
2017 Q2	$313K	Sell	2,254 -219	-9%	-$33.2K	0.19%	42
2017 Q1	$367K	Buy	+2,473	New	+$362K	0.26%	39

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

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

Opes Advisors's MCK Position: Q3 2017 in Review

Opes Advisors sold out of McKesson (MCK) in Q3 2017, closing a stake of 2,254 shares — an estimated $313K sold.

Opes Advisors first reported a position in MCK in Q1 2017 and held it in 2 quarters. The position peaked at $367K in Q1 2017. 877 funds tracked by Wall St. Rank hold MCK as of Q3 2017.

Opes Advisors reported no remaining McKesson position as of Q3 2017 after selling out during the quarter.
Opes Advisors sold 2,254 McKesson shares in Q3 2017, an estimated $313K.
Opes Advisors first reported a position in McKesson in Q1 2017 and held it in 2 quarters.
Opes Advisors's McKesson position peaked at $367K in Q1 2017.
877 funds tracked by Wall St. Rank held McKesson as of Q3 2017.

Based on Opes Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.