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Seven Bridges Advisors’s McKesson MCK Stock Holding History

Seven Bridges Advisors’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
2016
Q2 		– Sell
-2,066
Closed -$325K – 148
2016
Q1 		$325K Buy
2,066
+820
+66% +$132K 0.26% 84
2015
Q4 		$246K Buy
+1,246
New +$235K 0.25% 97

Other funds holding MCK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Seven Bridges Advisors's MCK Position: Q2 2016 in Review

Seven Bridges Advisors sold out of McKesson (MCK) in Q2 2016, closing a stake of 2,066 shares — an estimated $325K sold.

Seven Bridges Advisors first reported a position in MCK in Q4 2015 and held it in 2 quarters. The position peaked at $325K in Q1 2016. 942 funds tracked by Wall St. Rank hold MCK as of Q2 2016.

  • Seven Bridges Advisors reported no remaining McKesson position as of Q2 2016 after selling out during the quarter.
  • Seven Bridges Advisors sold 2,066 McKesson shares in Q2 2016, an estimated $325K.
  • Seven Bridges Advisors first reported a position in McKesson in Q4 2015 and held it in 2 quarters.
  • Seven Bridges Advisors's McKesson position peaked at $325K in Q1 2016.
  • 942 funds tracked by Wall St. Rank held McKesson as of Q2 2016.

Based on Seven Bridges Advisors's 13F filing for Q2 2016, filed 25 Jul 2016.