HJA
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Hugh Johnson Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Hugh Johnson 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
2013
Q4 		– Sell
-17,630
Closed -$231K – 83
2013
Q3 		$231K Hold
17,630
– – 0.1% 70
2013
Q2 		$213K Buy
+17,630
New +$217K 0.1% 74

Other funds holding MGK

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hugh Johnson Advisors's MGK Position: Q4 2013 in Review

Hugh Johnson Advisors sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2013, closing a stake of 17,630 shares — an estimated $231K sold.

Hugh Johnson Advisors first reported a position in MGK in Q2 2013 and held it in 2 quarters. The position peaked at $231K in Q3 2013. 65 funds tracked by Wall St. Rank hold MGK as of Q4 2013.

  • Hugh Johnson Advisors reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2013 after selling out during the quarter.
  • Hugh Johnson Advisors sold 17,630 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2013, an estimated $231K.
  • Hugh Johnson Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2013 and held it in 2 quarters.
  • Hugh Johnson Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $231K in Q3 2013.
  • 65 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2013.

Based on Hugh Johnson Advisors's 13F filing for Q4 2013, filed 12 Feb 2014.