Luther King Capital Management (LKCM)
MGK icon

Luther King Capital Management (LKCM)’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Luther King Capital Management (LKCM)’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
Q1 		– Sell
-27,930
Closed -$464K – 522
2015
Q4 		$464K Buy
+27,930
New +$469K ﹤0.01% 422

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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Luther King Capital Management (LKCM)'s MGK Position: Q1 2016 in Review

Luther King Capital Management (LKCM) sold out of Vanguard Mega Cap Growth ETF (MGK) in Q1 2016, closing a stake of 27,930 shares — an estimated $464K sold.

Luther King Capital Management (LKCM) first reported a position in MGK in Q4 2015 and held it in 1 quarter. The position peaked at $464K in Q4 2015. 117 funds tracked by Wall St. Rank hold MGK as of Q1 2016.

  • Luther King Capital Management (LKCM) reported no remaining Vanguard Mega Cap Growth ETF position as of Q1 2016 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 27,930 Vanguard Mega Cap Growth ETF shares in Q1 2016, an estimated $464K.
  • Luther King Capital Management (LKCM) first reported a position in Vanguard Mega Cap Growth ETF in Q4 2015 and held it in 1 quarter.
  • Luther King Capital Management (LKCM)'s Vanguard Mega Cap Growth ETF position peaked at $464K in Q4 2015.
  • 117 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2016.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2016, filed 12 May 2016.