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Godsey & Gibb Inc’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Godsey & Gibb Inc’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
2016
Q1 		– Sell
-12,530
Closed -$208K – 59
2015
Q4 		$208K Buy
+12,530
New +$210K 0.04% 53
2014
Q2 		– Sell
-15,395
Closed -$223K – 60
2014
Q1 		$223K Buy
+15,395
New +$222K 0.05% 58

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
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Godsey & Gibb Inc's MGK Position: Q1 2016 in Review

Godsey & Gibb Inc sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2016, closing a stake of 12,530 shares — an estimated $208K sold.

Godsey & Gibb Inc first reported a position in MGK in Q1 2014 and held it in 2 quarters. The position peaked at $223K in Q1 2014. 117 funds tracked by Wall St. Rank hold MGK as of Q1 2016.

  • Godsey & Gibb Inc reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2016 after selling out during the quarter.
  • Godsey & Gibb Inc sold 12,530 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2016, an estimated $208K.
  • Godsey & Gibb Inc first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2014 and held it in 2 quarters.
  • Godsey & Gibb Inc's Vanguard Morningstar Mega Cap Growth ETF position peaked at $223K in Q1 2014.
  • 117 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2016.

Based on Godsey & Gibb Inc's 13F filing for Q1 2016, filed 4 May 2016.