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Twele Capital Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Twele Capital 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
2013
Q4 		– Sell
-104,000
Closed -$1.36M – 63
2013
Q3 		$1.36M Hold
104,000
– – 0.45% 42
2013
Q2 		$1.26M Buy
+104,000
New +$1.28M 0.43% 40

Other funds holding MGK

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Twele Capital Management's MGK Position: Q4 2013 in Review

Twele Capital Management sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2013, closing a stake of 104,000 shares — an estimated $1.36M sold.

Twele Capital Management first reported a position in MGK in Q2 2013 and held it in 2 quarters. The position peaked at $1.36M in Q3 2013. 65 funds tracked by Wall St. Rank hold MGK as of Q4 2013.

  • Twele Capital Management reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2013 after selling out during the quarter.
  • Twele Capital Management sold 104,000 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2013, an estimated $1.36M.
  • Twele Capital Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2013 and held it in 2 quarters.
  • Twele Capital Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.36M in Q3 2013.
  • 65 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2013.

Based on Twele Capital Management's 13F filing for Q4 2013, filed 9 Jan 2014.