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

JNBA Financial 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
2016
Q4 		– Sell
-1,130
Closed -$20K – 986
2016
Q3 		$20K Buy
1,130
+1,010
+842% +$17.6K ﹤0.01% 818
2016
Q2 		$2K Hold
120
– – ﹤0.01% 471
2016
Q1 		$2K Hold
120
– – ﹤0.01% 491
2015
Q4 		$2K Hold
120
– – ﹤0.01% 470
2015
Q3 		$2K Buy
+120
New +$1.98K ﹤0.01% 470

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

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

JNBA Financial Advisors sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2016, closing a stake of 1,130 shares — an estimated $20K sold.

JNBA Financial Advisors first reported a position in MGK in Q3 2015 and held it in 5 quarters. The position peaked at $20K in Q3 2016. 138 funds tracked by Wall St. Rank hold MGK as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 1,130 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2016, an estimated $20K.
  • JNBA Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2015 and held it in 5 quarters.
  • JNBA Financial Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $20K in Q3 2016.
  • 138 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2016.

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