Partnervest Advisory Services’s McKesson MCK Stock Holding History

Partnervest Advisory Services’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 Q3	–	Sell	-469	Closed	-$87K	–	533
2014 Q2	$87K	Buy	469 +84	+22%	+$14.9K	0.04%	264
2014 Q1	$68K	Hold	385	–	–	0.03%	285
2013 Q4	$62K	Buy	+385	New	+$59.1K	0.03%	279

Other funds holding MCK

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Partnervest Advisory Services's MCK Position: Q3 2014 in Review

Partnervest Advisory Services sold out of McKesson (MCK) in Q3 2014, closing a stake of 469 shares — an estimated $87K sold.

Partnervest Advisory Services first reported a position in MCK in Q4 2013 and held it in 3 quarters. The position peaked at $87K in Q2 2014. 817 funds tracked by Wall St. Rank hold MCK as of Q3 2014.

Partnervest Advisory Services reported no remaining McKesson position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 469 McKesson shares in Q3 2014, an estimated $87K.
Partnervest Advisory Services first reported a position in McKesson in Q4 2013 and held it in 3 quarters.
Partnervest Advisory Services's McKesson position peaked at $87K in Q2 2014.
817 funds tracked by Wall St. Rank held McKesson as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.