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JNBA Financial Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

JNBA Financial Advisors’s Portfolio MGC Stock Details MGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-503
Closed -$37K – 985
2016
Q3 		$37K Buy
+503
New +$37.1K 0.01% 609

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

JNBA Financial Advisors's MGC Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q4 2016, closing a stake of 503 shares — an estimated $37K sold.

JNBA Financial Advisors first reported a position in MGC in Q3 2016 and held it in 1 quarter. The position peaked at $37K in Q3 2016. 98 funds tracked by Wall St. Rank hold MGC as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 503 Vanguard Morningstar Mega Cap ETF shares in Q4 2016, an estimated $37K.
  • JNBA Financial Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $37K in Q3 2016.
  • 98 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.