HFS
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HL Financial Services’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

HL Financial Services’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
2016
Q2 		– Sell
-6,625
Closed -$464K – 674
2016
Q1 		$464K Sell
6,625
-10,740
-62% -$716K 0.01% 446
2015
Q4 		$1.21M Sell
17,365
-50
-0.3% -$3.51K 0.03% 280
2015
Q3 		$1.14M Buy
17,415
+340
+2% +$23.5K 0.03% 261
2015
Q2 		$1.2M Sell
17,075
-700
-4% -$50.2K 0.03% 264
2015
Q1 		$1.25M Hold
17,775
– – 0.03% 248
2014
Q4 		$1.25M Hold
17,775
– – 0.03% 229
2014
Q3 		$1.2M Sell
17,775
-640
-3% -$43.3K 0.03% 232
2014
Q2 		$1.23M Buy
18,415
+1,010
+6% +$65.7K 0.04% 230
2014
Q1 		$1.11M Sell
17,405
-1,775
-9% -$111K 0.03% 235
2013
Q4 		$1.21M Hold
19,180
– – 0.04% 229
2013
Q3 		$1.1M Sell
19,180
-415
-2% -$23.8K 0.04% 218
2013
Q2 		$1.07M Buy
+19,595
New +$1.08M 0.04% 217

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return