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Rockefeller Financial Services’s McKesson MCK Stock Holding History

Rockefeller Financial 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
2017
Q4 		$16K Hold
100
– – ﹤0.01% 483
2017
Q3 		$15K Hold
100
– – ﹤0.01% 492
2017
Q2 		$16K Hold
100
– – ﹤0.01% 416
2017
Q1 		$15K Hold
100
– – ﹤0.01% 432
2016
Q4 		$14K Hold
100
– – ﹤0.01% 459
2016
Q3 		$17K Hold
100
– – ﹤0.01% 427
2016
Q2 		$19K Sell
100
-250
-71% -$43.9K ﹤0.01% 433
2016
Q1 		$55K Buy
350
+250
+250% +$40.4K ﹤0.01% 416
2015
Q4 		$20K Hold
100
– – ﹤0.01% 480
2015
Q3 		$19K Hold
100
– – ﹤0.01% 455
2015
Q2 		$22K Hold
100
– – ﹤0.01% 417
2015
Q1 		$23K Sell
100
-300
-75% -$66.5K ﹤0.01% 451
2014
Q4 		$83K Hold
400
– – ﹤0.01% 366
2014
Q3 		$77K Sell
400
-18
-4% -$3.46K ﹤0.01% 386
2014
Q2 		$78K Buy
418
+118
+39% +$21K ﹤0.01% 394
2014
Q1 		$53K Buy
+300
New +$52.4K ﹤0.01% 427

Other funds holding MCK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Rockefeller Financial Services's MCK Position: Q4 2017 in Review

Rockefeller Financial Services held its McKesson (MCK) position steady in Q4 2017 at 100 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Rockefeller Financial Services first reported a position in MCK in Q1 2014 and has held it in 16 quarters since. The position peaked at $83K in Q4 2014. 927 funds tracked by Wall St. Rank hold MCK as of Q4 2017.

  • Rockefeller Financial Services held 100 shares of McKesson worth $16K as of Q4 2017.
  • Rockefeller Financial Services left its McKesson share count unchanged in Q4 2017.
  • McKesson made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #483 holding.
  • Rockefeller Financial Services first reported a position in McKesson in Q1 2014 and has held it in 16 quarters since.
  • Rockefeller Financial Services's McKesson position peaked at $83K in Q4 2014.
  • 927 funds tracked by Wall St. Rank held McKesson as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.