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Kore Private Wealth’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Kore Private Wealth’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
Q1 		– Sell
-4,290
Closed -$92K – 956
2018
Q4 		$92K Buy
+4,290
New +$99.3K 0.03% 286

Other funds holding MGK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kore Private Wealth's MGK Position: Q1 2019 in Review

Kore Private Wealth sold out of Vanguard Mega Cap Growth ETF (MGK) in Q1 2019, closing a stake of 4,290 shares — an estimated $92K sold.

Kore Private Wealth first reported a position in MGK in Q4 2018 and held it in 1 quarter. The position peaked at $92K in Q4 2018. 232 funds tracked by Wall St. Rank hold MGK as of Q1 2019.

  • Kore Private Wealth reported no remaining Vanguard Mega Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Kore Private Wealth sold 4,290 Vanguard Mega Cap Growth ETF shares in Q1 2019, an estimated $92K.
  • Kore Private Wealth first reported a position in Vanguard Mega Cap Growth ETF in Q4 2018 and held it in 1 quarter.
  • Kore Private Wealth's Vanguard Mega Cap Growth ETF position peaked at $92K in Q4 2018.
  • 232 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2019.

Based on Kore Private Wealth's 13F filing for Q1 2019, filed 16 May 2019.