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Boston Private Bank & Trust’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Boston Private Bank & Trust’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
2015
Q1 		– Sell
-1,538
Closed -$108K – 1100
2014
Q4 		$108K Buy
+1,538
New +$106K 0.01% 472

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Private Bank & Trust's MGC Position: Q1 2015 in Review

Boston Private Bank & Trust sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2015, closing a stake of 1,538 shares — an estimated $108K sold.

Boston Private Bank & Trust first reported a position in MGC in Q4 2014 and held it in 1 quarter. The position peaked at $108K in Q4 2014. 76 funds tracked by Wall St. Rank hold MGC as of Q1 2015.

  • Boston Private Bank & Trust reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q1 2015 after selling out during the quarter.
  • Boston Private Bank & Trust sold 1,538 Vanguard Morningstar Mega Cap ETF shares in Q1 2015, an estimated $108K.
  • Boston Private Bank & Trust first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2014 and held it in 1 quarter.
  • Boston Private Bank & Trust's Vanguard Morningstar Mega Cap ETF position peaked at $108K in Q4 2014.
  • 76 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.