CCA
MGC icon

Clearwater Capital Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Clearwater Capital 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
2018
Q2 		– Sell
-2,005
Closed -$182K – 415
2018
Q1 		$182K Sell
2,005
-224
-10% -$21.1K 0.04% 188
2017
Q4 		$205K Buy
+2,229
New +$199K 0.05% 175
2017
Q3 		– Sell
-4,276
Closed -$355K – 171
2017
Q2 		$355K Sell
4,276
-998
-19% -$81.9K 0.09% 130
2017
Q1 		$424K Sell
5,274
-4,591
-47% -$365K 0.12% 120
2016
Q4 		$759K Buy
9,865
+226
+2% +$16.9K 0.26% 84
2016
Q3 		$706K Sell
9,639
-1,087
-10% -$80.2K 0.25% 82
2016
Q2 		$768K Buy
+10,726
New +$760K 0.28% 77

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return