SVA Wealth Management’s McKesson MCK Stock Holding History

SVA Wealth Management’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
2018 Q2	–	Sell	-19,649	Closed	-$3.02M	–	224
2018 Q1	$3.02M	Buy	19,649 +2,634	+15%	+$410K	0.37%	72
2017 Q4	$2.65M	Sell	17,015 -2,634	-13%	-$390K	0.31%	81
2017 Q3	$3.02M	Buy	19,649 +117	+0.6%	+$18.3K	0.37%	72
2017 Q2	$3.21M	Buy	19,532 +1,122	+6%	+$170K	0.42%	68
2017 Q1	$2.73M	Buy	18,410 +3,838	+26%	+$562K	0.37%	73
2016 Q4	$2.05M	Sell	14,572 -4,218	-22%	-$620K	0.31%	83
2016 Q3	$3.13M	Buy	18,790 +55	+0.3%	+$10.3K	0.49%	64
2016 Q2	$3.5M	Sell	18,735 -967	-5%	-$170K	0.57%	56
2016 Q1	$3.1M	Buy	19,702 +4,068	+26%	+$657K	0.51%	59
2015 Q4	$3.08M	Buy	+15,634	New	+$2.95M	0.53%	62
2015 Q2	–	Sell	-888	Closed	-$201K	–	206
2015 Q1	$201K	Buy	+888	New	+$197K	0.04%	202

Other funds holding MCK

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

SVA Wealth Management's MCK Position: Q2 2018 in Review

SVA Wealth Management sold out of McKesson (MCK) in Q2 2018, closing a stake of 19,649 shares — an estimated $3.02M sold.

SVA Wealth Management first reported a position in MCK in Q1 2015 and held it in 11 quarters. The position peaked at $3.5M in Q2 2016. 904 funds tracked by Wall St. Rank hold MCK as of Q2 2018.

SVA Wealth Management reported no remaining McKesson position as of Q2 2018 after selling out during the quarter.
SVA Wealth Management sold 19,649 McKesson shares in Q2 2018, an estimated $3.02M.
SVA Wealth Management first reported a position in McKesson in Q1 2015 and held it in 11 quarters.
SVA Wealth Management's McKesson position peaked at $3.5M in Q2 2016.
904 funds tracked by Wall St. Rank held McKesson as of Q2 2018.

Based on SVA Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.