Polaris Wealth Advisory Group’s McKesson MCK Stock Holding History

Polaris Wealth Advisory Group’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	-26,656	Closed	-$5.99M	–	82
2015 Q2	$5.99M	Buy	26,656 +3,527	+15%	+$815K	1.19%	34
2015 Q1	$5.23M	Buy	23,129 +7,611	+49%	+$1.69M	0.95%	33
2014 Q4	$3.22M	Buy	15,518 +513	+3%	+$104K	0.66%	42
2014 Q3	$2.92M	Buy	15,005 +2,160	+17%	+$416K	0.66%	32
2014 Q2	$2.39M	Sell	12,845 -525	-4%	-$93.4K	0.53%	34
2014 Q1	$2.36M	Buy	13,370 +1,751	+15%	+$306K	0.55%	32
2013 Q4	$1.88M	Buy	11,619 +1,399	+14%	+$215K	0.46%	30
2013 Q3	$1.31M	Buy	10,220 +9,417	+1,173%	+$1.16M	0.41%	35
2013 Q2	$91.9K	Buy	+803	New	+$89.4K	0.04%	70

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

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 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

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

Polaris Wealth Advisory Group's MCK Position: Q3 2015 in Review

Polaris Wealth Advisory Group sold out of McKesson (MCK) in Q3 2015, closing a stake of 26,656 shares — an estimated $5.99M sold.

Polaris Wealth Advisory Group first reported a position in MCK in Q2 2013 and held it in 9 quarters. The position peaked at $5.99M in Q2 2015. 925 funds tracked by Wall St. Rank hold MCK as of Q3 2015.

Polaris Wealth Advisory Group reported no remaining McKesson position as of Q3 2015 after selling out during the quarter.
Polaris Wealth Advisory Group sold 26,656 McKesson shares in Q3 2015, an estimated $5.99M.
Polaris Wealth Advisory Group first reported a position in McKesson in Q2 2013 and held it in 9 quarters.
Polaris Wealth Advisory Group's McKesson position peaked at $5.99M in Q2 2015.
925 funds tracked by Wall St. Rank held McKesson as of Q3 2015.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2015, filed 10 Nov 2015.