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Principle Wealth Partners’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Principle Wealth Partners’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
2020
Q3 		– Sell
-300
Closed -$33K – 321
2020
Q2 		$33K Buy
+300
New +$31K 0.01% 319

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Principle Wealth Partners's MGC Position: Q3 2020 in Review

Principle Wealth Partners sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2020, closing a stake of 300 shares — an estimated $33K sold.

Principle Wealth Partners first reported a position in MGC in Q2 2020 and held it in 1 quarter. The position peaked at $33K in Q2 2020. 216 funds tracked by Wall St. Rank hold MGC as of Q3 2020.

  • Principle Wealth Partners reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 300 Vanguard Morningstar Mega Cap ETF shares in Q3 2020, an estimated $33K.
  • Principle Wealth Partners first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Vanguard Morningstar Mega Cap ETF position peaked at $33K in Q2 2020.
  • 216 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.