IberiaBank’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

IberiaBank’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 Q3	–	Sell	-12,340	Closed	-$320K	–	234
2019 Q2	$320K	Sell	12,340 -340	-3%	-$8.65K	0.04%	199
2019 Q1	$315K	Buy	12,680 +1,300	+11%	+$30.5K	0.04%	200
2018 Q4	$244K	Buy	+11,380	New	+$263K	0.03%	219
2018 Q1	–	Sell	-11,775	Closed	-$262K	–	232
2017 Q4	$262K	Buy	+11,775	New	+$256K	0.04%	204

Other funds holding MGK

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IberiaBank's MGK Position: Q3 2019 in Review

IberiaBank sold out of Vanguard Mega Cap Growth ETF (MGK) in Q3 2019, closing a stake of 12,340 shares — an estimated $320K sold.

IberiaBank first reported a position in MGK in Q4 2017 and held it in 4 quarters. The position peaked at $320K in Q2 2019. 229 funds tracked by Wall St. Rank hold MGK as of Q3 2019.

IberiaBank reported no remaining Vanguard Mega Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
IberiaBank sold 12,340 Vanguard Mega Cap Growth ETF shares in Q3 2019, an estimated $320K.
IberiaBank first reported a position in Vanguard Mega Cap Growth ETF in Q4 2017 and held it in 4 quarters.
IberiaBank's Vanguard Mega Cap Growth ETF position peaked at $320K in Q2 2019.
229 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q3 2019.

Based on IberiaBank's 13F filing for Q3 2019, filed 25 Oct 2019.