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Crosspoint Capital Strategies’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Crosspoint Capital Strategies’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
2016
Q1 		– Sell
-711
Closed -$50K – 541
2015
Q4 		$50K Buy
+711
New +$49.9K 0.01% 440

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Crosspoint Capital Strategies's MGC Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2016, closing a stake of 711 shares — an estimated $50K sold.

Crosspoint Capital Strategies first reported a position in MGC in Q4 2015 and held it in 1 quarter. The position peaked at $50K in Q4 2015. 84 funds tracked by Wall St. Rank hold MGC as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 711 Vanguard Morningstar Mega Cap ETF shares in Q1 2016, an estimated $50K.
  • Crosspoint Capital Strategies first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's Vanguard Morningstar Mega Cap ETF position peaked at $50K in Q4 2015.
  • 84 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.