Winch Advisory Services’s McKesson MCK Stock Holding History

Winch Advisory Services’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
2015 Q4	–	Sell	-13	Closed	-$2K	–	274
2015 Q3	$2K	Sell	13 -3,267	-100%	-$692K	﹤0.01%	198
2015 Q2	$737K	Buy	+3,280	New	+$758K	0.4%	67

Other funds holding MCK

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Winch Advisory Services's MCK Position: Q4 2015 in Review

Winch Advisory Services sold out of McKesson (MCK) in Q4 2015, closing a stake of 13 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in MCK in Q2 2015 and held it in 2 quarters. The position peaked at $737K in Q2 2015. 973 funds tracked by Wall St. Rank hold MCK as of Q4 2015.

Winch Advisory Services reported no remaining McKesson position as of Q4 2015 after selling out during the quarter.
Winch Advisory Services sold 13 McKesson shares in Q4 2015, an estimated $2K.
Winch Advisory Services first reported a position in McKesson in Q2 2015 and held it in 2 quarters.
Winch Advisory Services's McKesson position peaked at $737K in Q2 2015.
973 funds tracked by Wall St. Rank held McKesson as of Q4 2015.

Based on Winch Advisory Services's 13F filing for Q4 2015, filed 22 Jan 2016.