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Zions Trust National Association’s McKesson MCK Stock Holding History

Zions Trust National Association’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
2013
Q4 		– Sell
-86
Closed -$11K – 213
2013
Q3 		$11K Hold
86
– – 0.02% 153
2013
Q2 		$10K Buy
+86
New +$9.57K 0.01% 151

Other funds holding MCK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Zions Trust National Association's MCK Position: Q4 2013 in Review

Zions Trust National Association sold out of McKesson (MCK) in Q4 2013, closing a stake of 86 shares — an estimated $11K sold.

Zions Trust National Association first reported a position in MCK in Q2 2013 and held it in 2 quarters. The position peaked at $11K in Q3 2013. 792 funds tracked by Wall St. Rank hold MCK as of Q4 2013.

  • Zions Trust National Association reported no remaining McKesson position as of Q4 2013 after selling out during the quarter.
  • Zions Trust National Association sold 86 McKesson shares in Q4 2013, an estimated $11K.
  • Zions Trust National Association first reported a position in McKesson in Q2 2013 and held it in 2 quarters.
  • Zions Trust National Association's McKesson position peaked at $11K in Q3 2013.
  • 792 funds tracked by Wall St. Rank held McKesson as of Q4 2013.

Based on Zions Trust National Association's 13F filing for Q4 2013, filed 21 Jan 2014.