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Peak Capital Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Peak Capital 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
Q3 		– Sell
-137
Closed -$13K – 122
2018
Q2 		$13K Buy
+137
New +$12.7K 0.01% 123

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Peak Capital Management's MGC Position: Q3 2018 in Review

Peak Capital Management sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2018, closing a stake of 137 shares — an estimated $13K sold.

Peak Capital Management first reported a position in MGC in Q2 2018 and held it in 1 quarter. The position peaked at $13K in Q2 2018. 135 funds tracked by Wall St. Rank hold MGC as of Q3 2018.

  • Peak Capital Management reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Peak Capital Management sold 137 Vanguard Morningstar Mega Cap ETF shares in Q3 2018, an estimated $13K.
  • Peak Capital Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2018 and held it in 1 quarter.
  • Peak Capital Management's Vanguard Morningstar Mega Cap ETF position peaked at $13K in Q2 2018.
  • 135 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2018.

Based on Peak Capital Management's 13F filing for Q3 2018, filed 20 Nov 2018.