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AmeriServ Wealth Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

AmeriServ Wealth Advisors’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
2013
Q4 		– Sell
-33,561
Closed -$1.93M – 189
2013
Q3 		$1.93M Sell
33,561
-802
-2% -$46K 1.23% 16
2013
Q2 		$1.88M Buy
+34,363
New +$1.89M 1.21% 15

Other funds holding MGC

VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AmeriServ Wealth Advisors's MGC Position: Q4 2013 in Review

AmeriServ Wealth Advisors sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q4 2013, closing a stake of 33,561 shares — an estimated $1.93M sold.

AmeriServ Wealth Advisors first reported a position in MGC in Q2 2013 and held it in 2 quarters. The position peaked at $1.93M in Q3 2013. 60 funds tracked by Wall St. Rank hold MGC as of Q4 2013.

  • AmeriServ Wealth Advisors reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q4 2013 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 33,561 Vanguard Morningstar Mega Cap ETF shares in Q4 2013, an estimated $1.93M.
  • AmeriServ Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2013 and held it in 2 quarters.
  • AmeriServ Wealth Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $1.93M in Q3 2013.
  • 60 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2013.

Based on AmeriServ Wealth Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.