WealthTrust Fairport’s McKesson MCK Stock Holding History

WealthTrust Fairport’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	-372	Closed	-$52K	–	536
2018 Q1	$52K	Buy	+372	New	+$58K	0.01%	235
2015 Q1	–	Sell	-1,000	Closed	-$208K	–	280
2014 Q4	$208K	Hold	1,000	–	–	0.03%	117
2014 Q3	$195K	Hold	1,000	–	–	0.03%	112
2014 Q2	$186K	Hold	1,000	–	–	0.03%	115
2014 Q1	$177K	Hold	1,000	–	–	0.03%	114
2013 Q4	$161K	Hold	1,000	–	–	0.03%	111
2013 Q3	$128K	Hold	1,000	–	–	0.02%	131
2013 Q2	$115K	Buy	+1,000	New	+$111K	0.02%	133

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

WealthTrust Fairport's MCK Position: Q2 2018 in Review

WealthTrust Fairport sold out of McKesson (MCK) in Q2 2018, closing a stake of 372 shares — an estimated $52K sold.

WealthTrust Fairport first reported a position in MCK in Q2 2013 and held it in 8 quarters. The position peaked at $208K in Q4 2014. 904 funds tracked by Wall St. Rank hold MCK as of Q2 2018.

WealthTrust Fairport reported no remaining McKesson position as of Q2 2018 after selling out during the quarter.
WealthTrust Fairport sold 372 McKesson shares in Q2 2018, an estimated $52K.
WealthTrust Fairport first reported a position in McKesson in Q2 2013 and held it in 8 quarters.
WealthTrust Fairport's McKesson position peaked at $208K in Q4 2014.
904 funds tracked by Wall St. Rank held McKesson as of Q2 2018.

Based on WealthTrust Fairport's 13F filing for Q2 2018, filed 28 Aug 2018.