SFPM
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Sensible Financial Planning & Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Sensible Financial Planning & Management’s Portfolio MGK Stock Details MGK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-835
Closed -$14K – 82
2016
Q2 		$14K Buy
+835
New +$13.9K 0.01% 55

Other funds holding MGK

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return

Sensible Financial Planning & Management's MGK Position: Q3 2016 in Review

Sensible Financial Planning & Management sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2016, closing a stake of 835 shares — an estimated $14K sold.

Sensible Financial Planning & Management first reported a position in MGK in Q2 2016 and held it in 1 quarter. The position peaked at $14K in Q2 2016. 130 funds tracked by Wall St. Rank hold MGK as of Q3 2016.

  • Sensible Financial Planning & Management reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q3 2016 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 835 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2016, an estimated $14K.
  • Sensible Financial Planning & Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2016 and held it in 1 quarter.
  • Sensible Financial Planning & Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $14K in Q2 2016.
  • 130 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2016.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2016, filed 14 Nov 2016.