BFIM
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Beese Fulmer Investment Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Beese Fulmer Investment Management’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
2020
Q3 		– Sell
-1,575
Closed -$52K – 406
2020
Q2 		$52K Buy
+1,575
New +$47K 0.01% 319

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beese Fulmer Investment Management's MGK Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Vanguard Mega Cap Growth ETF (MGK) in Q3 2020, closing a stake of 1,575 shares — an estimated $52K sold.

Beese Fulmer Investment Management first reported a position in MGK in Q2 2020 and held it in 1 quarter. The position peaked at $52K in Q2 2020. 356 funds tracked by Wall St. Rank hold MGK as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Vanguard Mega Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 1,575 Vanguard Mega Cap Growth ETF shares in Q3 2020, an estimated $52K.
  • Beese Fulmer Investment Management first reported a position in Vanguard Mega Cap Growth ETF in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Vanguard Mega Cap Growth ETF position peaked at $52K in Q2 2020.
  • 356 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.