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Chesley Taft & Associates’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Chesley Taft & Associates’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
2018
Q1 		– Sell
-4,164
Closed -$382K – 275
2017
Q4 		$382K Sell
4,164
-12
-0.3% -$1.07K 0.03% 240
2017
Q3 		$360K Sell
4,176
-150
-3% -$12.7K 0.03% 239
2017
Q2 		$359K Sell
4,326
-749
-15% -$61.5K 0.03% 239
2017
Q1 		$409K Hold
5,075
– – 0.04% 229
2016
Q4 		$387K Buy
+5,075
New +$379K 0.04% 229

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Chesley Taft & Associates's MGC Position: Q1 2018 in Review

Chesley Taft & Associates sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2018, closing a stake of 4,164 shares — an estimated $382K sold.

Chesley Taft & Associates first reported a position in MGC in Q4 2016 and held it in 5 quarters. The position peaked at $409K in Q1 2017. 124 funds tracked by Wall St. Rank hold MGC as of Q1 2018.

  • Chesley Taft & Associates reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Chesley Taft & Associates sold 4,164 Vanguard Morningstar Mega Cap ETF shares in Q1 2018, an estimated $382K.
  • Chesley Taft & Associates first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2016 and held it in 5 quarters.
  • Chesley Taft & Associates's Vanguard Morningstar Mega Cap ETF position peaked at $409K in Q1 2017.
  • 124 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2018.

Based on Chesley Taft & Associates's 13F filing for Q1 2018, filed 11 Apr 2018.