EWM
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Elite Wealth Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Elite Wealth Management’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
2015
Q2 		– Sell
-25,678
Closed -$1.81M – 69
2015
Q1 		$1.81M Buy
+25,678
New +$1.81M 1.6% 15

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Elite Wealth Management's MGC Position: Q2 2015 in Review

Elite Wealth Management sold out of Vanguard Mega Cap 300 Index ETF (MGC) in Q2 2015, closing a stake of 25,678 shares — an estimated $1.81M sold.

Elite Wealth Management first reported a position in MGC in Q1 2015 and held it in 1 quarter. The position peaked at $1.81M in Q1 2015. 78 funds tracked by Wall St. Rank hold MGC as of Q2 2015.

  • Elite Wealth Management reported no remaining Vanguard Mega Cap 300 Index ETF position as of Q2 2015 after selling out during the quarter.
  • Elite Wealth Management sold 25,678 Vanguard Mega Cap 300 Index ETF shares in Q2 2015, an estimated $1.81M.
  • Elite Wealth Management first reported a position in Vanguard Mega Cap 300 Index ETF in Q1 2015 and held it in 1 quarter.
  • Elite Wealth Management's Vanguard Mega Cap 300 Index ETF position peaked at $1.81M in Q1 2015.
  • 78 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2015.

Based on Elite Wealth Management's 13F filing for Q2 2015, filed 13 Oct 2016.