EWM
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Evercore Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Evercore Wealth Management’s Portfolio MGK Stock Details MGK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-95,465
Closed -$2.27M – 434
2018
Q2 		$2.27M Hold
95,465
– – 0.08% 129
2018
Q1 		$2.14M Hold
95,465
– – 0.08% 126
2017
Q4 		$2.13M Buy
+95,465
New +$2.08M 0.08% 132

Other funds holding MGK

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Evercore Wealth Management's MGK Position: Q3 2018 in Review

Evercore Wealth Management sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2018, closing a stake of 95,465 shares — an estimated $2.27M sold.

Evercore Wealth Management first reported a position in MGK in Q4 2017 and held it in 3 quarters. The position peaked at $2.27M in Q2 2018. 214 funds tracked by Wall St. Rank hold MGK as of Q3 2018.

  • Evercore Wealth Management reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q3 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 95,465 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2018, an estimated $2.27M.
  • Evercore Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2017 and held it in 3 quarters.
  • Evercore Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.27M in Q2 2018.
  • 214 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2018.

Based on Evercore Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.