WBH Advisory’s McKesson MCK Stock Holding History

WBH Advisory’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	-1,920	Closed	-$301K	–	204
2016 Q1	$301K	Sell	1,920 -100	-5%	-$16.2K	0.1%	155
2015 Q4	$398	Buy	2,020 +15	+0.7%	+$2.83K	0.14%	129
2015 Q3	$370K	Buy	2,005 +105	+6%	+$22.3K	0.15%	134
2015 Q2	$427K	Hold	1,900	–	–	0.17%	130
2015 Q1	$429	Hold	1,900	–	–	0.12%	133
2014 Q4	$394K	Sell	1,900 -115	-6%	-$23.4K	0.15%	137
2014 Q3	$392K	Hold	2,015	–	–	0.14%	139
2014 Q2	$375K	Buy	2,015 +25	+1%	+$4.45K	0.14%	150
2014 Q1	$351K	Sell	1,990 -175	-8%	-$30.6K	0.14%	155
2013 Q4	$349K	Hold	2,165	–	–	0.14%	146
2013 Q3	$278K	Hold	2,165	–	–	0.12%	157
2013 Q2	$247K	Buy	+2,165	New	+$241K	0.11%	162

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

WBH Advisory's MCK Position: Q2 2016 in Review

WBH Advisory sold out of McKesson (MCK) in Q2 2016, closing a stake of 1,920 shares — an estimated $301K sold.

WBH Advisory first reported a position in MCK in Q2 2013 and held it in 12 quarters. The position peaked at $427K in Q2 2015. 943 funds tracked by Wall St. Rank hold MCK as of Q2 2016.

WBH Advisory reported no remaining McKesson position as of Q2 2016 after selling out during the quarter.
WBH Advisory sold 1,920 McKesson shares in Q2 2016, an estimated $301K.
WBH Advisory first reported a position in McKesson in Q2 2013 and held it in 12 quarters.
WBH Advisory's McKesson position peaked at $427K in Q2 2015.
943 funds tracked by Wall St. Rank held McKesson as of Q2 2016.

Based on WBH Advisory's 13F filing for Q2 2016, filed 25 Jul 2016.