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Capital Directions Investment Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Capital Directions Investment Advisors’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
2014
Q3 		– Sell
-125
Closed -$8K – 75
2014
Q2 		$8K Hold
125
– – ﹤0.01% 62
2014
Q1 		$8K Hold
125
– – ﹤0.01% 56
2013
Q4 		$8K Hold
125
– – ﹤0.01% 57
2013
Q3 		$7K Sell
125
-465
-79% -$26.6K ﹤0.01% 58
2013
Q2 		$32K Buy
+590
New +$32.5K 0.02% 50

Other funds holding MGC

VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 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 $609B AUM 40.19% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

Capital Directions Investment Advisors's MGC Position: Q3 2014 in Review

Capital Directions Investment Advisors sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2014, closing a stake of 125 shares — an estimated $8K sold.

Capital Directions Investment Advisors first reported a position in MGC in Q2 2013 and held it in 5 quarters. The position peaked at $32K in Q2 2013. 64 funds tracked by Wall St. Rank hold MGC as of Q3 2014.

  • Capital Directions Investment Advisors reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q3 2014 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 125 Vanguard Morningstar Mega Cap ETF shares in Q3 2014, an estimated $8K.
  • Capital Directions Investment Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2013 and held it in 5 quarters.
  • Capital Directions Investment Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $32K in Q2 2013.
  • 64 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2014.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.