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Sonora Investment Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Sonora Investment 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
2019
Q4 		– Sell
-410
Closed -$11K – 1703
2019
Q3 		$11K Hold
410
– – ﹤0.01% 1137
2019
Q2 		$11K Hold
410
– – ﹤0.01% 1111
2019
Q1 		$10K Buy
+410
New +$9.63K ﹤0.01% 1035

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sonora Investment Management's MGK Position: Q4 2019 in Review

Sonora Investment Management sold out of Vanguard Mega Cap Growth ETF (MGK) in Q4 2019, closing a stake of 410 shares — an estimated $11K sold.

Sonora Investment Management first reported a position in MGK in Q1 2019 and held it in 3 quarters. The position peaked at $11K in Q3 2019. 264 funds tracked by Wall St. Rank hold MGK as of Q4 2019.

  • Sonora Investment Management reported no remaining Vanguard Mega Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Sonora Investment Management sold 410 Vanguard Mega Cap Growth ETF shares in Q4 2019, an estimated $11K.
  • Sonora Investment Management first reported a position in Vanguard Mega Cap Growth ETF in Q1 2019 and held it in 3 quarters.
  • Sonora Investment Management's Vanguard Mega Cap Growth ETF position peaked at $11K in Q3 2019.
  • 264 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q4 2019.

Based on Sonora Investment Management's 13F filing for Q4 2019, filed 17 Jan 2020.