HSBC Holdings
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HSBC Holdings’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

HSBC Holdings’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
2017
Q4 		– Sell
-25,000
Closed -$1.79M – 2274
2017
Q3 		$1.79M Buy
+25,000
New +$1.76M ﹤0.01% 1329

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Morgan Stanley
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LNC
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

HSBC Holdings's MGV Position: Q4 2017 in Review

HSBC Holdings sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q4 2017, closing a stake of 25,000 shares — an estimated $1.79M sold.

HSBC Holdings first reported a position in MGV in Q3 2017 and held it in 1 quarter. The position peaked at $1.79M in Q3 2017. 120 funds tracked by Wall St. Rank hold MGV as of Q4 2017.

  • HSBC Holdings reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q4 2017 after selling out during the quarter.
  • HSBC Holdings sold 25,000 Vanguard Morningstar Mega Cap Value ETF shares in Q4 2017, an estimated $1.79M.
  • HSBC Holdings first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2017 and held it in 1 quarter.
  • HSBC Holdings's Vanguard Morningstar Mega Cap Value ETF position peaked at $1.79M in Q3 2017.
  • 120 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q4 2017.

Based on HSBC Holdings's 13F filing for Q4 2017, filed 14 Feb 2018.