Pinnacle Summer Investments’s McKesson MCK Stock Holding History

Pinnacle Summer Investments’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 Q4	$79K	Hold	400	–	–	0.01%	286
2015 Q3	$77K	Hold	400	–	–	0.01%	427
2015 Q2	$90K	Hold	400	–	–	0.02%	253
2015 Q1	$91K	Hold	400	–	–	0.01%	416
2014 Q4	$85K	Sell	400 -19	-5%	-$3.86K	0.01%	432
2014 Q3	$82K	Sell	419 -150	-26%	-$28.9K	0.01%	453
2014 Q2	$110K	Buy	569 +400	+237%	+$71.2K	0.01%	379
2014 Q1	$29K	Sell	169 -418	-71%	-$73K	﹤0.01%	538
2013 Q4	$94K	Sell	587 -81	-12%	-$12.4K	0.01%	363
2013 Q3	$86K	Sell	668 -431	-39%	-$52.9K	0.02%	355
2013 Q2	$126K	Buy	+1,099	New	+$122K	0.03%	255

Other funds holding MCK

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

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

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pinnacle Summer Investments's MCK Position: Q4 2015 in Review

Pinnacle Summer Investments held its McKesson (MCK) position steady in Q4 2015 at 400 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #286.

Pinnacle Summer Investments first reported a position in MCK in Q2 2013 and has held it in 11 quarters since. The position peaked at $126K in Q2 2013. 974 funds tracked by Wall St. Rank hold MCK as of Q4 2015.

Pinnacle Summer Investments held 400 shares of McKesson worth $79K as of Q4 2015.
Pinnacle Summer Investments left its McKesson share count unchanged in Q4 2015.
McKesson made up 0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #286 holding.
Pinnacle Summer Investments first reported a position in McKesson in Q2 2013 and has held it in 11 quarters since.
Pinnacle Summer Investments's McKesson position peaked at $126K in Q2 2013.
974 funds tracked by Wall St. Rank held McKesson as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.