IH
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IFC Holdings’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

IFC Holdings’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
2017
Q4 		– Sell
-14,200
Closed -$297K – 524
2017
Q3 		$297K Buy
14,200
+2,600
+22% +$53.6K 0.02% 397
2017
Q2 		$233K Buy
+11,600
New +$230K 0.02% 427

Other funds holding MGK

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IFC Holdings's MGK Position: Q4 2017 in Review

IFC Holdings sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2017, closing a stake of 14,200 shares — an estimated $297K sold.

IFC Holdings first reported a position in MGK in Q2 2017 and held it in 2 quarters. The position peaked at $297K in Q3 2017. 190 funds tracked by Wall St. Rank hold MGK as of Q4 2017.

  • IFC Holdings reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2017 after selling out during the quarter.
  • IFC Holdings sold 14,200 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2017, an estimated $297K.
  • IFC Holdings first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2017 and held it in 2 quarters.
  • IFC Holdings's Vanguard Morningstar Mega Cap Growth ETF position peaked at $297K in Q3 2017.
  • 190 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2017.

Based on IFC Holdings's 13F filing for Q4 2017, filed 31 Jan 2018.