Shepherd Kaplan Krochuk’s McKesson MCK Stock Holding History

Shepherd Kaplan Krochuk’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
2014 Q1	–	Sell	-1,698	Closed	-$274K	–	623
2013 Q4	$274K	Buy	+1,698	New	+$261K	0.03%	356

Other funds holding MCK

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Shepherd Kaplan Krochuk's MCK Position: Q1 2014 in Review

Shepherd Kaplan Krochuk sold out of McKesson (MCK) in Q1 2014, closing a stake of 1,698 shares — an estimated $274K sold.

Shepherd Kaplan Krochuk first reported a position in MCK in Q4 2013 and held it in 1 quarter. The position peaked at $274K in Q4 2013. 801 funds tracked by Wall St. Rank hold MCK as of Q1 2014.

Shepherd Kaplan Krochuk reported no remaining McKesson position as of Q1 2014 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 1,698 McKesson shares in Q1 2014, an estimated $274K.
Shepherd Kaplan Krochuk first reported a position in McKesson in Q4 2013 and held it in 1 quarter.
Shepherd Kaplan Krochuk's McKesson position peaked at $274K in Q4 2013.
801 funds tracked by Wall St. Rank held McKesson as of Q1 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2014, filed 15 May 2014.