First Western Capital Management’s Vanguard Mega Cap Value ETF MGV Stock Holding History

First Western Capital Management’s Portfolio MGV Stock Details MGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-5,000	Closed	-$303K	–	128
2014 Q4	$303K	Buy	+5,000	New	+$298K	0.09%	117

Other funds holding MGV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

First Western Capital Management's MGV Position: Q1 2015 in Review

First Western Capital Management sold out of Vanguard Mega Cap Value ETF (MGV) in Q1 2015, closing a stake of 5,000 shares — an estimated $303K sold.

First Western Capital Management first reported a position in MGV in Q4 2014 and held it in 1 quarter. The position peaked at $303K in Q4 2014. 68 funds tracked by Wall St. Rank hold MGV as of Q1 2015.

First Western Capital Management reported no remaining Vanguard Mega Cap Value ETF position as of Q1 2015 after selling out during the quarter.
First Western Capital Management sold 5,000 Vanguard Mega Cap Value ETF shares in Q1 2015, an estimated $303K.
First Western Capital Management first reported a position in Vanguard Mega Cap Value ETF in Q4 2014 and held it in 1 quarter.
First Western Capital Management's Vanguard Mega Cap Value ETF position peaked at $303K in Q4 2014.
68 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2015.

Based on First Western Capital Management's 13F filing for Q1 2015, filed 11 May 2015.