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American Economic Planning Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

American Economic Planning Group’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
2016
Q1 		– Sell
-66,299
Closed -$4.63M – 64
2015
Q4 		$4.63M Buy
+66,299
New +$4.65M 1.79% 7

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

American Economic Planning Group's MGC Position: Q1 2016 in Review

American Economic Planning Group sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2016, closing a stake of 66,299 shares — an estimated $4.63M sold.

American Economic Planning Group first reported a position in MGC in Q4 2015 and held it in 1 quarter. The position peaked at $4.63M in Q4 2015. 84 funds tracked by Wall St. Rank hold MGC as of Q1 2016.

  • American Economic Planning Group reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q1 2016 after selling out during the quarter.
  • American Economic Planning Group sold 66,299 Vanguard Morningstar Mega Cap ETF shares in Q1 2016, an estimated $4.63M.
  • American Economic Planning Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2015 and held it in 1 quarter.
  • American Economic Planning Group's Vanguard Morningstar Mega Cap ETF position peaked at $4.63M in Q4 2015.
  • 84 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2016.

Based on American Economic Planning Group's 13F filing for Q1 2016, filed 2 May 2016.