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Peachtree Investment Advisors’s McKesson MCK Stock Holding History

Peachtree Investment 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
2015
Q3 		– Sell
-835
Closed -$188K – 196
2015
Q2 		$188K Buy
835
+1
+0.1% +$231 0.14% 128
2015
Q1 		$189K Buy
834
+1
+0.1% +$222 0.14% 136
2014
Q4 		$173K Buy
833
+1
+0.1% +$203 0.12% 149
2014
Q3 		$162K Buy
+832
New +$160K 0.11% 145

Other funds holding MCK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Peachtree Investment Advisors's MCK Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of McKesson (MCK) in Q3 2015, closing a stake of 835 shares — an estimated $188K sold.

Peachtree Investment Advisors first reported a position in MCK in Q3 2014 and held it in 4 quarters. The position peaked at $189K in Q1 2015. 926 funds tracked by Wall St. Rank hold MCK as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining McKesson position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 835 McKesson shares in Q3 2015, an estimated $188K.
  • Peachtree Investment Advisors first reported a position in McKesson in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's McKesson position peaked at $189K in Q1 2015.
  • 926 funds tracked by Wall St. Rank held McKesson as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.