EWM
MGC icon

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

Evercore 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
2017
Q3 		– Sell
-1,341
Closed -$111K – 933
2017
Q2 		$111K Hold
1,341
– – ﹤0.01% 449
2017
Q1 		$108K Hold
1,341
– – ﹤0.01% 465
2016
Q4 		$102K Hold
1,341
– – ﹤0.01% 491
2016
Q3 		$99K Hold
1,341
– – ﹤0.01% 486
2016
Q2 		$96K Hold
1,341
– – ﹤0.01% 466
2016
Q1 		$94K Hold
1,341
– – ﹤0.01% 465
2015
Q4 		$94K Hold
1,341
– – ﹤0.01% 484
2015
Q3 		$88K Hold
1,341
– – ﹤0.01% 500
2015
Q2 		$94K Hold
1,341
– – ﹤0.01% 530
2015
Q1 		$94K Buy
+1,341
New +$94.5K ﹤0.01% 537

Other funds holding MGC

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WCWM
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VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return