OPWM
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Oak Point Wealth Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Oak Point Wealth Management’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
2018
Q1 		$435K Sell
4,919
-176
-3% -$16.6K 0.44% 63
2017
Q4 		$470K Buy
+5,095
New +$456K 0.46% 60

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oak Point Wealth Management's MGC Position: Q1 2018 in Review

Oak Point Wealth Management reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 3.5% in Q1 2018, selling an estimated $16.6K and leaving 4,919 shares worth $435K. The position accounts for 0.44% of the portfolio, ranked #63.

Oak Point Wealth Management first reported a position in MGC in Q4 2017 and has held it in 2 quarters since. The position peaked at $470K in Q4 2017. 124 funds tracked by Wall St. Rank hold MGC as of Q1 2018.

  • Oak Point Wealth Management held 4,919 shares of Vanguard Morningstar Mega Cap ETF worth $435K as of Q1 2018.
  • Oak Point Wealth Management sold 176 Vanguard Morningstar Mega Cap ETF shares in Q1 2018, an estimated $16.6K.
  • Vanguard Morningstar Mega Cap ETF made up 0.44% of Oak Point Wealth Management's portfolio in Q1 2018, its #63 holding.
  • Oak Point Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $470K in Q4 2017.
  • 124 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.