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Atherton Lane Advisers’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Atherton Lane Advisers’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
2015
Q4 		$457K Buy
27,500
+7,500
+38% +$126K 0.03% 150
2015
Q3 		$311K Hold
20,000
– – 0.02% 173
2015
Q2 		$332K Hold
20,000
– – 0.02% 176
2015
Q1 		$333K Hold
20,000
– – 0.02% 199
2014
Q4 		$325K Hold
20,000
– – 0.02% 217
2014
Q3 		$311K Hold
20,000
– – 0.02% 213
2014
Q2 		$307K Hold
20,000
– – 0.02% 221
2014
Q1 		$290K Hold
20,000
– – 0.02% 126
2013
Q4 		$290K Hold
20,000
– – 0.02% 123
2013
Q3 		$262K Hold
20,000
– – 0.02% 118
2013
Q2 		$242K Buy
+20,000
New +$246K 0.02% 124

Other funds holding MGK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return