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Staton Financial Advisors’s McKesson MCK Stock Holding History

Staton Financial 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
2017
Q1 		– Sell
-20,427
Closed -$2.87M – 44
2016
Q4 		$2.87M Sell
20,427
-99
-0.5% -$14.6K 2.59% 22
2016
Q3 		$3.42M Buy
20,526
+3,486
+20% +$650K 3.14% 15
2016
Q2 		$3.18M Buy
17,040
+7,389
+77% +$1.3M 2.91% 15
2016
Q1 		$1.52M Buy
+9,651
New +$1.56M 1.45% 27

Other funds holding MCK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Staton Financial Advisors's MCK Position: Q1 2017 in Review

Staton Financial Advisors sold out of McKesson (MCK) in Q1 2017, closing a stake of 20,427 shares — an estimated $2.87M sold.

Staton Financial Advisors first reported a position in MCK in Q1 2016 and held it in 4 quarters. The position peaked at $3.42M in Q3 2016. 890 funds tracked by Wall St. Rank hold MCK as of Q1 2017.

  • Staton Financial Advisors reported no remaining McKesson position as of Q1 2017 after selling out during the quarter.
  • Staton Financial Advisors sold 20,427 McKesson shares in Q1 2017, an estimated $2.87M.
  • Staton Financial Advisors first reported a position in McKesson in Q1 2016 and held it in 4 quarters.
  • Staton Financial Advisors's McKesson position peaked at $3.42M in Q3 2016.
  • 890 funds tracked by Wall St. Rank held McKesson as of Q1 2017.

Based on Staton Financial Advisors's 13F filing for Q1 2017, filed 27 Jun 2017.