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Risk Paradigm Group’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Risk Paradigm Group’s Portfolio MGV Stock Details MGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-997
Closed -$58.9K – 242
2015
Q4 		$58.9K Buy
+997
New +$58.9K 0.07% 125

Other funds holding MGV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HWM
Heartwood Wealth Management London, United Kingdom $58.9M AUM 14.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Risk Paradigm Group's MGV Position: Q1 2016 in Review

Risk Paradigm Group sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q1 2016, closing a stake of 997 shares — an estimated $58.9K sold.

Risk Paradigm Group first reported a position in MGV in Q4 2015 and held it in 1 quarter. The position peaked at $58.9K in Q4 2015. 78 funds tracked by Wall St. Rank hold MGV as of Q1 2016.

  • Risk Paradigm Group reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q1 2016 after selling out during the quarter.
  • Risk Paradigm Group sold 997 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2016, an estimated $58.9K.
  • Risk Paradigm Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2015 and held it in 1 quarter.
  • Risk Paradigm Group's Vanguard Morningstar Mega Cap Value ETF position peaked at $58.9K in Q4 2015.
  • 78 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2016.

Based on Risk Paradigm Group's 13F filing for Q1 2016, filed 11 May 2016.