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MYCIO Wealth Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-4,980
Closed -$145K – 250
2019
Q4 		$145K Buy
+4,980
New +$138K 0.01% 338
2015
Q4 		– Sell
-1,900
Closed -$30K – 784
2015
Q3 		$30K Sell
1,900
-3,100
-62% -$51.2K 0.01% 365
2015
Q2 		$83K Buy
5,000
+15
+0.3% +$254 0.02% 242
2015
Q1 		$83K Buy
4,985
+15
+0.3% +$248 0.02% 232
2014
Q4 		$81K Buy
4,970
+20
+0.4% +$318 0.02% 218
2014
Q3 		$77K Buy
4,950
+15
+0.3% +$233 0.02% 206
2014
Q2 		$76K Sell
4,935
-2,330
-32% -$34.5K 0.02% 222
2014
Q1 		$105K Sell
7,265
-5,230
-42% -$75.6K 0.03% 183
2013
Q4 		$181K Sell
12,495
-675
-5% -$9.3K 0.05% 139
2013
Q3 		$172K Buy
13,170
+95
+0.7% +$1.22K 0.05% 132
2013
Q2 		$158K Buy
+13,075
New +$161K 0.04% 133

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

MYCIO Wealth Partners's MGK Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2020, closing a stake of 4,980 shares — an estimated $145K sold.

MYCIO Wealth Partners first reported a position in MGK in Q2 2013 and held it in 11 quarters. The position peaked at $181K in Q4 2013. 271 funds tracked by Wall St. Rank hold MGK as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 4,980 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2020, an estimated $145K.
  • MYCIO Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2013 and held it in 11 quarters.
  • MYCIO Wealth Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $181K in Q4 2013.
  • 271 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.