TIM
MGK icon

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

Tortoise 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
2017
Q1 		– Sell
-5,700
Closed -$99K – 502
2016
Q4 		$99K Buy
+5,700
New +$98.8K 0.03% 147

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AIA
Allegis Investment Advisors Idaho Falls, Idaho $326M AUM 10.36% 1-Year Est. Return

Tortoise Investment Management's MGK Position: Q1 2017 in Review

Tortoise Investment Management sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2017, closing a stake of 5,700 shares — an estimated $99K sold.

Tortoise Investment Management first reported a position in MGK in Q4 2016 and held it in 1 quarter. The position peaked at $99K in Q4 2016. 145 funds tracked by Wall St. Rank hold MGK as of Q1 2017.

  • Tortoise Investment Management reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2017 after selling out during the quarter.
  • Tortoise Investment Management sold 5,700 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2017, an estimated $99K.
  • Tortoise Investment Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2016 and held it in 1 quarter.
  • Tortoise Investment Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $99K in Q4 2016.
  • 145 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2017.

Based on Tortoise Investment Management's 13F filing for Q1 2017, filed 9 May 2017.