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Summit Financial Wealth Advisors’s McKesson MCK Stock Holding History

Summit Financial Wealth 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
2015
Q4 		– Sell
-416
Closed -$76K – 176
2015
Q3 		$76K Hold
416
– – 0.05% 106
2015
Q2 		$93K Hold
416
– – 0.06% 108
2015
Q1 		$97K Hold
416
– – 0.07% 93
2014
Q4 		$86K Buy
+416
New +$84.5K 0.06% 96

Other funds holding MCK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Summit Financial Wealth Advisors's MCK Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of McKesson (MCK) in Q4 2015, closing a stake of 416 shares — an estimated $76K sold.

Summit Financial Wealth Advisors first reported a position in MCK in Q4 2014 and held it in 4 quarters. The position peaked at $97K in Q1 2015. 973 funds tracked by Wall St. Rank hold MCK as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining McKesson position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 416 McKesson shares in Q4 2015, an estimated $76K.
  • Summit Financial Wealth Advisors first reported a position in McKesson in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's McKesson position peaked at $97K in Q1 2015.
  • 973 funds tracked by Wall St. Rank held McKesson as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.