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Torch Wealth Management’s McKesson MCK Stock Holding History

Torch 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
2014
Q3 		– Sell
-260
Closed -$48K – 184
2014
Q2 		$48K Hold
260
– – 0.03% 167
2014
Q1 		$46K Hold
260
– – 0.03% 160
2013
Q4 		$42K Buy
+260
New +$39.9K 0.03% 152

Other funds holding MCK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Torch Wealth Management's MCK Position: Q3 2014 in Review

Torch Wealth Management sold out of McKesson (MCK) in Q3 2014, closing a stake of 260 shares — an estimated $48K sold.

Torch Wealth Management first reported a position in MCK in Q4 2013 and held it in 3 quarters. The position peaked at $48K in Q2 2014. 817 funds tracked by Wall St. Rank hold MCK as of Q3 2014.

  • Torch Wealth Management reported no remaining McKesson position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 260 McKesson shares in Q3 2014, an estimated $48K.
  • Torch Wealth Management first reported a position in McKesson in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's McKesson position peaked at $48K in Q2 2014.
  • 817 funds tracked by Wall St. Rank held McKesson as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.