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WFG Advisors’s McKesson MCK Stock Holding History

WFG 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
2017
Q2 		$141K Buy
859
+41
+5% +$6.22K 0.03% 449
2017
Q1 		$121K Buy
818
+452
+123% +$66.2K 0.03% 444
2016
Q4 		$51K Sell
366
-5
-1% -$736 0.01% 715
2016
Q3 		$62K Sell
371
-10
-3% -$1.86K 0.02% 652
2016
Q2 		$71K Buy
381
+16
+4% +$2.81K 0.02% 597
2016
Q1 		$57K Sell
365
-195
-35% -$31.5K 0.02% 627
2015
Q4 		$110K Buy
560
+206
+58% +$38.9K 0.03% 442
2015
Q3 		$66K Buy
354
+150
+74% +$31.8K 0.02% 558
2015
Q2 		$46K Sell
204
-17
-8% -$3.93K 0.01% 752
2015
Q1 		$50K Sell
221
-50
-18% -$11.1K 0.01% 733
2014
Q4 		$56K Hold
271
– – 0.01% 844
2014
Q3 		$53K Buy
271
+17
+7% +$3.27K 0.01% 898
2014
Q2 		$47K Buy
254
+15
+6% +$2.67K 0.01% 939
2014
Q1 		$42K Sell
239
-32
-12% -$5.59K 0.01% 980
2013
Q4 		$44K Buy
271
+22
+9% +$3.38K 0.01% 1047
2013
Q3 		$32K Buy
249
+160
+180% +$19.7K 0.01% 1089
2013
Q2 		$10K Buy
+89
New +$9.91K ﹤0.01% 1450

Other funds holding MCK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WFG Advisors's MCK Position: Q2 2017 in Review

WFG Advisors increased its McKesson (MCK) stake by 5% in Q2 2017, buying an estimated $6.22K and bringing the position to 859 shares worth $141K. The position accounts for 0.03% of the portfolio, ranked #449.

WFG Advisors first reported a position in MCK in Q2 2013 and has held it in 17 quarters since. 909 funds tracked by Wall St. Rank hold MCK as of Q2 2017.

  • WFG Advisors held 859 shares of McKesson worth $141K as of Q2 2017.
  • WFG Advisors bought 41 McKesson shares in Q2 2017, an estimated $6.22K.
  • McKesson made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #449 holding.
  • WFG Advisors first reported a position in McKesson in Q2 2013 and has held it in 17 quarters since.
  • 909 funds tracked by Wall St. Rank held McKesson as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.