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HL Financial Services’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

HL Financial Services’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
2019
Q1 		$246K Sell
9,905
-5,195
-34% -$122K ﹤0.01% 661
2018
Q4 		$323K Buy
+15,100
New +$350K 0.01% 588

Other funds holding MGK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HL Financial Services's MGK Position: Q1 2019 in Review

HL Financial Services reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 34% in Q1 2019, selling an estimated $122K and leaving 9,905 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

HL Financial Services first reported a position in MGK in Q4 2018 and has held it in 2 quarters since. The position peaked at $323K in Q4 2018. 232 funds tracked by Wall St. Rank hold MGK as of Q1 2019.

  • HL Financial Services held 9,905 shares of Vanguard Morningstar Mega Cap Growth ETF worth $246K as of Q1 2019.
  • HL Financial Services sold 5,195 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2019, an estimated $122K.
  • Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #661 holding.
  • HL Financial Services first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2018 and has held it in 2 quarters since.
  • HL Financial Services's Vanguard Morningstar Mega Cap Growth ETF position peaked at $323K in Q4 2018.
  • 232 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.