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Smith Shellnut Wilson’s McKesson MCK Stock Holding History

Smith Shellnut Wilson’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 		– Sell
-1,451
Closed -$223K – 125
2017
Q3 		$223K Sell
1,451
-310
-18% -$48.4K 0.2% 122
2017
Q2 		$329K Sell
1,761
-95
-5% -$14.4K 0.34% 63
2017
Q1 		$275K Hold
1,856
– – 0.25% 97
2016
Q4 		$261K Buy
+1,856
New +$273K 0.25% 104

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

Smith Shellnut Wilson's MCK Position: Q4 2017 in Review

Smith Shellnut Wilson sold out of McKesson (MCK) in Q4 2017, closing a stake of 1,451 shares — an estimated $223K sold.

Smith Shellnut Wilson first reported a position in MCK in Q4 2016 and held it in 4 quarters. The position peaked at $329K in Q2 2017. 927 funds tracked by Wall St. Rank hold MCK as of Q4 2017.

  • Smith Shellnut Wilson reported no remaining McKesson position as of Q4 2017 after selling out during the quarter.
  • Smith Shellnut Wilson sold 1,451 McKesson shares in Q4 2017, an estimated $223K.
  • Smith Shellnut Wilson first reported a position in McKesson in Q4 2016 and held it in 4 quarters.
  • Smith Shellnut Wilson's McKesson position peaked at $329K in Q2 2017.
  • 927 funds tracked by Wall St. Rank held McKesson as of Q4 2017.

Based on Smith Shellnut Wilson's 13F filing for Q4 2017, filed 22 Feb 2018.