PFA
MCK icon

Paradigm Financial Advisors’s McKesson MCK Stock Holding History

Paradigm Financial 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
2014
Q2 		– Sell
-52
Closed -$9K – 157
2014
Q1 		$9K Hold
52
– – 0.01% 203
2013
Q4 		$8K Buy
+52
New +$7.99K 0.01% 219

Other funds holding MCK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Paradigm Financial Advisors's MCK Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of McKesson (MCK) in Q2 2014, closing a stake of 52 shares — an estimated $9K sold.

Paradigm Financial Advisors first reported a position in MCK in Q4 2013 and held it in 2 quarters. The position peaked at $9K in Q1 2014. 815 funds tracked by Wall St. Rank hold MCK as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining McKesson position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 52 McKesson shares in Q2 2014, an estimated $9K.
  • Paradigm Financial Advisors first reported a position in McKesson in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's McKesson position peaked at $9K in Q1 2014.
  • 815 funds tracked by Wall St. Rank held McKesson as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.