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Regal Investment Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Regal Investment Advisors’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
2015
Q4 		– Sell
-109
Closed -$7K – 639
2015
Q3 		$7K Sell
109
-561
-84% -$38.8K ﹤0.01% 762
2015
Q2 		$47K Sell
670
-35
-5% -$2.51K 0.01% 425
2015
Q1 		$50K Sell
705
-6
-0.8% -$423 0.01% 431
2014
Q4 		$50K Hold
711
– – 0.01% 398
2014
Q3 		$48K Sell
711
-16
-2% -$1.08K 0.01% 420
2014
Q2 		$49K Sell
727
-288
-28% -$18.7K 0.02% 392
2014
Q1 		$65K Buy
1,015
+198
+24% +$12.4K 0.03% 317
2013
Q4 		$52K Sell
817
-704
-46% -$42.6K 0.03% 285
2013
Q3 		$87K Buy
1,521
+235
+18% +$13.5K 0.05% 249
2013
Q2 		$70K Buy
+1,286
New +$70.8K 0.04% 265

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Regal Investment Advisors's MGC Position: Q4 2015 in Review

Regal Investment Advisors sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q4 2015, closing a stake of 109 shares — an estimated $7K sold.

Regal Investment Advisors first reported a position in MGC in Q2 2013 and held it in 10 quarters. The position peaked at $87K in Q3 2013. 83 funds tracked by Wall St. Rank hold MGC as of Q4 2015.

  • Regal Investment Advisors reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 109 Vanguard Morningstar Mega Cap ETF shares in Q4 2015, an estimated $7K.
  • Regal Investment Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $87K in Q3 2013.
  • 83 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.