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Crestwood Advisors Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Crestwood Advisors Group’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
2017
Q2 		– Sell
-600
Closed -$49K – 328
2017
Q1 		$49K Buy
+600
New +$47.7K ﹤0.01% 262

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Crestwood Advisors Group's MGC Position: Q2 2017 in Review

Crestwood Advisors Group sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2017, closing a stake of 600 shares — an estimated $49K sold.

Crestwood Advisors Group first reported a position in MGC in Q1 2017 and held it in 1 quarter. The position peaked at $49K in Q1 2017. 104 funds tracked by Wall St. Rank hold MGC as of Q2 2017.

  • Crestwood Advisors Group reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 600 Vanguard Morningstar Mega Cap ETF shares in Q2 2017, an estimated $49K.
  • Crestwood Advisors Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's Vanguard Morningstar Mega Cap ETF position peaked at $49K in Q1 2017.
  • 104 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2017.

Based on Crestwood Advisors Group's 13F filing for Q2 2017, filed 31 Jul 2017.