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Ruggie Capital Group’s McKesson MCK Stock Holding History

Ruggie Capital 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
2017
Q1 		– Sell
-200
Closed -$28K – 263
2016
Q4 		$28K Hold
200
– – 0.03% 85
2016
Q3 		$33K Hold
200
– – 0.03% 99
2016
Q2 		$37K Hold
200
– – 0.03% 103
2016
Q1 		$31K Buy
+200
New +$32.3K 0.03% 97
2015
Q4 		– Sell
-200
Closed -$38K – 110
2015
Q3 		$38K Sell
200
-67
-25% -$14.2K 0.04% 83
2015
Q2 		$60K Buy
267
+100
+60% +$23.1K 0.05% 75
2015
Q1 		$38K Buy
167
+67
+67% +$14.9K 0.05% 75
2014
Q4 		$21K Buy
+100
New +$20.3K 0.02% 118

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Ruggie Capital Group's MCK Position: Q1 2017 in Review

Ruggie Capital Group sold out of McKesson (MCK) in Q1 2017, closing a stake of 200 shares — an estimated $28K sold.

Ruggie Capital Group first reported a position in MCK in Q4 2014 and held it in 8 quarters. The position peaked at $60K in Q2 2015. 890 funds tracked by Wall St. Rank hold MCK as of Q1 2017.

  • Ruggie Capital Group reported no remaining McKesson position as of Q1 2017 after selling out during the quarter.
  • Ruggie Capital Group sold 200 McKesson shares in Q1 2017, an estimated $28K.
  • Ruggie Capital Group first reported a position in McKesson in Q4 2014 and held it in 8 quarters.
  • Ruggie Capital Group's McKesson position peaked at $60K in Q2 2015.
  • 890 funds tracked by Wall St. Rank held McKesson as of Q1 2017.

Based on Ruggie Capital Group's 13F filing for Q1 2017, filed 10 May 2017.