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Washington Trust Bank’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Washington Trust Bank’s Portfolio MGC Stock Details MGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-350
Closed -$32K – 703
2018
Q1 		$32K Hold
350
– – ﹤0.01% 460
2017
Q4 		$32K Buy
+350
New +$31.3K ﹤0.01% 485

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Washington Trust Bank's MGC Position: Q2 2018 in Review

Washington Trust Bank sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2018, closing a stake of 350 shares — an estimated $32K sold.

Washington Trust Bank first reported a position in MGC in Q4 2017 and held it in 2 quarters. The position peaked at $32K in Q1 2018. 129 funds tracked by Wall St. Rank hold MGC as of Q2 2018.

  • Washington Trust Bank reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2018 after selling out during the quarter.
  • Washington Trust Bank sold 350 Vanguard Morningstar Mega Cap ETF shares in Q2 2018, an estimated $32K.
  • Washington Trust Bank first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2017 and held it in 2 quarters.
  • Washington Trust Bank's Vanguard Morningstar Mega Cap ETF position peaked at $32K in Q1 2018.
  • 129 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2018.

Based on Washington Trust Bank's 13F filing for Q2 2018, filed 3 Jul 2018.