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Advantage Investment Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Advantage Investment Management’s Portfolio MGC Stock Details MGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-14,727
Closed -$1.03M – 875
2014
Q4 		$1.03M Buy
+14,727
New +$1.01M 0.77% 34

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advantage Investment Management's MGC Position: Q1 2015 in Review

Advantage Investment Management sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2015, closing a stake of 14,727 shares — an estimated $1.03M sold.

Advantage Investment Management first reported a position in MGC in Q4 2014 and held it in 1 quarter. The position peaked at $1.03M in Q4 2014. 76 funds tracked by Wall St. Rank hold MGC as of Q1 2015.

  • Advantage Investment Management reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q1 2015 after selling out during the quarter.
  • Advantage Investment Management sold 14,727 Vanguard Morningstar Mega Cap ETF shares in Q1 2015, an estimated $1.03M.
  • Advantage Investment Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2014 and held it in 1 quarter.
  • Advantage Investment Management's Vanguard Morningstar Mega Cap ETF position peaked at $1.03M in Q4 2014.
  • 76 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2015.

Based on Advantage Investment Management's 13F filing for Q1 2015, filed 27 Mar 2017.