PRW Wealth Management’s McKesson MCK Stock Holding History

PRW Wealth Management’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
2019 Q2	–	Sell	-30	Closed	-$3K	–	418
2019 Q1	$3K	Hold	30	–	–	﹤0.01%	466
2018 Q4	$3K	Buy	+30	New	+$3.74K	﹤0.01%	463

Other funds holding MCK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

PRW Wealth Management's MCK Position: Q2 2019 in Review

PRW Wealth Management sold out of McKesson (MCK) in Q2 2019, closing a stake of 30 shares — an estimated $3K sold.

PRW Wealth Management first reported a position in MCK in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 841 funds tracked by Wall St. Rank hold MCK as of Q2 2019.

PRW Wealth Management reported no remaining McKesson position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 30 McKesson shares in Q2 2019, an estimated $3K.
PRW Wealth Management first reported a position in McKesson in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's McKesson position peaked at $3K in Q1 2019.
841 funds tracked by Wall St. Rank held McKesson as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.