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Sheaff Brock Investment Advisors’s McKesson MCK Stock Holding History

Sheaff Brock Investment 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
2018
Q3 		– Sell
-13,337
Closed -$1.78M – 545
2018
Q2 		$1.78M Buy
13,337
+11,497
+625% +$1.68M 0.17% 91
2018
Q1 		$259K Sell
1,840
-598
-25% -$93.2K 0.03% 396
2017
Q4 		$380K Buy
2,438
+327
+15% +$48.4K 0.05% 301
2017
Q3 		$324K Buy
2,111
+98
+5% +$15.3K 0.04% 345
2017
Q2 		$331K Buy
2,013
+351
+21% +$53.2K 0.04% 360
2017
Q1 		$246K Sell
1,662
-143
-8% -$20.9K 0.03% 453
2016
Q4 		$254K Sell
1,805
-834
-32% -$123K 0.03% 455
2016
Q3 		$440K Sell
2,639
-951
-26% -$177K 0.06% 285
2016
Q2 		$670K Buy
3,590
+110
+3% +$19.3K 0.09% 224
2016
Q1 		$548K Buy
3,480
+1,585
+84% +$256K 0.07% 272
2015
Q4 		$374K Buy
+1,895
New +$358K 0.04% 362

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sheaff Brock Investment Advisors's MCK Position: Q3 2018 in Review

Sheaff Brock Investment Advisors sold out of McKesson (MCK) in Q3 2018, closing a stake of 13,337 shares — an estimated $1.78M sold.

Sheaff Brock Investment Advisors first reported a position in MCK in Q4 2015 and held it in 11 quarters. The position peaked at $1.78M in Q2 2018. 852 funds tracked by Wall St. Rank hold MCK as of Q3 2018.

  • Sheaff Brock Investment Advisors reported no remaining McKesson position as of Q3 2018 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 13,337 McKesson shares in Q3 2018, an estimated $1.78M.
  • Sheaff Brock Investment Advisors first reported a position in McKesson in Q4 2015 and held it in 11 quarters.
  • Sheaff Brock Investment Advisors's McKesson position peaked at $1.78M in Q2 2018.
  • 852 funds tracked by Wall St. Rank held McKesson as of Q3 2018.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.