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WealthTrust-Arizona’s McKesson MCK Stock Holding History

WealthTrust-Arizona’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
Q1 		– Sell
-375
Closed -$58K – 673
2017
Q4 		$58K Buy
375
+50
+15% +$7.41K 0.03% 151
2017
Q3 		$50K Hold
325
– – 0.03% 161
2017
Q2 		$53K Buy
325
+75
+30% +$11.4K 0.03% 150
2017
Q1 		$37K Buy
250
+100
+67% +$14.6K 0.02% 186
2016
Q4 		$21K Sell
150
-91
-38% -$13.4K 0.01% 243
2016
Q3 		$40K Hold
241
– – 0.02% 169
2016
Q2 		$45K Buy
+241
New +$42.3K 0.03% 154

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

WealthTrust-Arizona's MCK Position: Q1 2018 in Review

WealthTrust-Arizona sold out of McKesson (MCK) in Q1 2018, closing a stake of 375 shares — an estimated $58K sold.

WealthTrust-Arizona first reported a position in MCK in Q2 2016 and held it in 7 quarters. The position peaked at $58K in Q4 2017. 890 funds tracked by Wall St. Rank hold MCK as of Q1 2018.

  • WealthTrust-Arizona reported no remaining McKesson position as of Q1 2018 after selling out during the quarter.
  • WealthTrust-Arizona sold 375 McKesson shares in Q1 2018, an estimated $58K.
  • WealthTrust-Arizona first reported a position in McKesson in Q2 2016 and held it in 7 quarters.
  • WealthTrust-Arizona's McKesson position peaked at $58K in Q4 2017.
  • 890 funds tracked by Wall St. Rank held McKesson as of Q1 2018.

Based on WealthTrust-Arizona's 13F filing for Q1 2018, filed 18 Apr 2018.