UFA
MCK icon

US Financial Advisors’s McKesson MCK Stock Holding History

US 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
2016
Q2 		– Sell
-74
Closed -$12K – 253
2016
Q1 		$12K Hold
74
– – 0.02% 199
2015
Q4 		$15K Hold
74
– – 0.01% 272
2015
Q3 		$14K Sell
74
-146
-66% -$30.9K 0.02% 236
2015
Q2 		$49K Buy
220
+74
+51% +$17.1K 0.05% 102
2015
Q1 		$33K Hold
146
– – 0.03% 150
2014
Q4 		$30K Buy
+146
New +$29.7K 0.03% 149

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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

US Financial Advisors's MCK Position: Q2 2016 in Review

US Financial Advisors sold out of McKesson (MCK) in Q2 2016, closing a stake of 74 shares — an estimated $12K sold.

US Financial Advisors first reported a position in MCK in Q4 2014 and held it in 6 quarters. The position peaked at $49K in Q2 2015. 942 funds tracked by Wall St. Rank hold MCK as of Q2 2016.

  • US Financial Advisors reported no remaining McKesson position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 74 McKesson shares in Q2 2016, an estimated $12K.
  • US Financial Advisors first reported a position in McKesson in Q4 2014 and held it in 6 quarters.
  • US Financial Advisors's McKesson position peaked at $49K in Q2 2015.
  • 942 funds tracked by Wall St. Rank held McKesson as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.