BBNB
MGK icon

Baker Boyer National Bank’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Baker Boyer National Bank’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
2018
Q1 		$399K Hold
17,755
– – 1.21% 29
2017
Q4 		$395K Hold
17,755
– – 1.19% 31
2017
Q3 		$372K Buy
+17,755
New +$366K 1.23% 29

Other funds holding MGK

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baker Boyer National Bank's MGK Position: Q1 2018 in Review

Baker Boyer National Bank held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q1 2018 at 17,755 shares worth $399K. The position accounts for 1.21% of the portfolio, ranked #29.

Baker Boyer National Bank first reported a position in MGK in Q3 2017 and has held it in 3 quarters since. 199 funds tracked by Wall St. Rank hold MGK as of Q1 2018.

  • Baker Boyer National Bank held 17,755 shares of Vanguard Morningstar Mega Cap Growth ETF worth $399K as of Q1 2018.
  • Baker Boyer National Bank left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q1 2018.
  • Vanguard Morningstar Mega Cap Growth ETF made up 1.21% of Baker Boyer National Bank's portfolio in Q1 2018, its #29 holding.
  • Baker Boyer National Bank first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2017 and has held it in 3 quarters since.
  • 199 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2018.

Based on Baker Boyer National Bank's 13F filing for Q1 2018, filed 19 Apr 2018.