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

Chesley Taft & Associates’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
2018
Q1 		– Sell
-23,215
Closed -$517K – 276
2017
Q4 		$517K Sell
23,215
-470
-2% -$10.2K 0.04% 223
2017
Q3 		$496K Sell
23,685
-310
-1% -$6.38K 0.04% 220
2017
Q2 		$480K Buy
+23,995
New +$475K 0.04% 220

Other funds holding MGK

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Chesley Taft & Associates sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2018, closing a stake of 23,215 shares — an estimated $517K sold.

Chesley Taft & Associates first reported a position in MGK in Q2 2017 and held it in 3 quarters. The position peaked at $517K in Q4 2017. 199 funds tracked by Wall St. Rank hold MGK as of Q1 2018.

  • Chesley Taft & Associates reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Chesley Taft & Associates sold 23,215 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2018, an estimated $517K.
  • Chesley Taft & Associates first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2017 and held it in 3 quarters.
  • Chesley Taft & Associates's Vanguard Morningstar Mega Cap Growth ETF position peaked at $517K in Q4 2017.
  • 199 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2018.

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