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Geller Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Geller Advisors’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
2014
Q4 		– Sell
-79,565
Closed -$1.24M – 43
2014
Q3 		$1.24M Buy
+79,565
New +$1.24M 0.7% 12

Other funds holding MGK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Geller Advisors's MGK Position: Q4 2014 in Review

Geller Advisors sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2014, closing a stake of 79,565 shares — an estimated $1.24M sold.

Geller Advisors first reported a position in MGK in Q3 2014 and held it in 1 quarter. The position peaked at $1.24M in Q3 2014. 104 funds tracked by Wall St. Rank hold MGK as of Q4 2014.

  • Geller Advisors reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2014 after selling out during the quarter.
  • Geller Advisors sold 79,565 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2014, an estimated $1.24M.
  • Geller Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2014 and held it in 1 quarter.
  • Geller Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.24M in Q3 2014.
  • 104 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2014.

Based on Geller Advisors's 13F filing for Q4 2014, filed 9 Feb 2015.