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Advocacy Wealth Management Services’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Advocacy Wealth Management Services’s Portfolio MGK Stock Details MGK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$47K Hold
3,620
– – 0.13% 121
2013
Q2 		$44K Buy
+3,620
New +$44.5K 0.18% 92

Other funds holding MGK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FIMS
FBL Investment Management Services West Des Moines, Iowa $40.4M AUM 15.93% 1-Year Est. Return

Advocacy Wealth Management Services's MGK Position: Q3 2013 in Review

Advocacy Wealth Management Services held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q3 2013 at 3,620 shares worth $47K. The position accounts for 0.13% of the portfolio, ranked #121.

Advocacy Wealth Management Services first reported a position in MGK in Q2 2013 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold MGK as of Q3 2013.

  • Advocacy Wealth Management Services held 3,620 shares of Vanguard Morningstar Mega Cap Growth ETF worth $47K as of Q3 2013.
  • Advocacy Wealth Management Services left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q3 2013.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.13% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #121 holding.
  • Advocacy Wealth Management Services first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2013 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2013.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2013, filed 14 Nov 2013.