SFG
MCK icon

StrategIQ Financial Group’s McKesson MCK Stock Holding History

StrategIQ Financial Group’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
Q3 		– Sell
-1,165
Closed -$217K – 110
2016
Q2 		$217K Buy
+1,165
New +$204K 0.13% 95

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

StrategIQ Financial Group's MCK Position: Q3 2016 in Review

StrategIQ Financial Group sold out of McKesson (MCK) in Q3 2016, closing a stake of 1,165 shares — an estimated $217K sold.

StrategIQ Financial Group first reported a position in MCK in Q2 2016 and held it in 1 quarter. The position peaked at $217K in Q2 2016. 939 funds tracked by Wall St. Rank hold MCK as of Q3 2016.

  • StrategIQ Financial Group reported no remaining McKesson position as of Q3 2016 after selling out during the quarter.
  • StrategIQ Financial Group sold 1,165 McKesson shares in Q3 2016, an estimated $217K.
  • StrategIQ Financial Group first reported a position in McKesson in Q2 2016 and held it in 1 quarter.
  • StrategIQ Financial Group's McKesson position peaked at $217K in Q2 2016.
  • 939 funds tracked by Wall St. Rank held McKesson as of Q3 2016.

Based on StrategIQ Financial Group's 13F filing for Q3 2016, filed 9 Nov 2016.