BMM
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Buffington Mohr McNeal’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Buffington Mohr McNeal’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
2019
Q2 		– Sell
-850
Closed -$21K – 246
2019
Q1 		$21K Buy
+850
New +$20K 0.01% 230

Other funds holding MGK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Buffington Mohr McNeal's MGK Position: Q2 2019 in Review

Buffington Mohr McNeal sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2019, closing a stake of 850 shares — an estimated $21K sold.

Buffington Mohr McNeal first reported a position in MGK in Q1 2019 and held it in 1 quarter. The position peaked at $21K in Q1 2019. 234 funds tracked by Wall St. Rank hold MGK as of Q2 2019.

  • Buffington Mohr McNeal reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Buffington Mohr McNeal sold 850 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2019, an estimated $21K.
  • Buffington Mohr McNeal first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2019 and held it in 1 quarter.
  • Buffington Mohr McNeal's Vanguard Morningstar Mega Cap Growth ETF position peaked at $21K in Q1 2019.
  • 234 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2019.

Based on Buffington Mohr McNeal's 13F filing for Q2 2019, filed 31 Jul 2019.