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Clearwater Capital Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Clearwater Capital Advisors’s Portfolio MGV Stock Details MGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-500
Closed -$37K – 412
2018
Q1 		$37K Buy
+500
New +$38.6K 0.01% 320

Other funds holding MGV

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GA
Greytown Advisors Miami, Florida $170M AUM 15.94% 1-Year Est. Return

Clearwater Capital Advisors's MGV Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2018, closing a stake of 500 shares — an estimated $37K sold.

Clearwater Capital Advisors first reported a position in MGV in Q1 2018 and held it in 1 quarter. The position peaked at $37K in Q1 2018. 125 funds tracked by Wall St. Rank hold MGV as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 500 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2018, an estimated $37K.
  • Clearwater Capital Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $37K in Q1 2018.
  • 125 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.