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WFG Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

WFG Advisors’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
Q2 		$33K Sell
1,630
-580
-26% -$11.5K 0.01% 816
2017
Q1 		$42K Hold
2,210
– – 0.01% 706
2016
Q4 		$39K Buy
2,210
+5
+0.2% +$87 0.01% 771
2016
Q3 		$39K Hold
2,205
– – 0.01% 766
2016
Q2 		$37K Sell
2,205
-445
-17% -$7.42K 0.01% 770
2016
Q1 		$44K Buy
2,650
+215
+9% +$3.39K 0.01% 699
2015
Q4 		$40K Sell
2,435
-195
-7% -$3.27K 0.01% 722
2015
Q3 		$41K Sell
2,630
-195
-7% -$3.22K 0.01% 702
2015
Q2 		$47K Buy
2,825
+380
+16% +$6.42K 0.01% 747
2015
Q1 		$41K Hold
2,445
– – 0.01% 779
2014
Q4 		$40K Sell
2,445
-3,935
-62% -$62.6K 0.01% 969
2014
Q3 		$99K Buy
6,380
+10
+0.2% +$155 0.02% 669
2014
Q2 		$98K Buy
6,370
+15
+0.2% +$222 0.02% 669
2014
Q1 		$92K Buy
6,355
+15
+0.2% +$217 0.02% 663
2013
Q4 		$92K Buy
6,340
+15
+0.2% +$207 0.01% 776
2013
Q3 		$83K Sell
6,325
-360
-5% -$4.6K 0.01% 757
2013
Q2 		$81K Buy
+6,685
New +$82.1K 0.01% 735

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
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return

WFG Advisors's MGK Position: Q2 2017 in Review

WFG Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 26% in Q2 2017, selling an estimated $11.5K and leaving 1,630 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #816.

WFG Advisors first reported a position in MGK in Q2 2013 and has held it in 17 quarters since. The position peaked at $99K in Q3 2014. 154 funds tracked by Wall St. Rank hold MGK as of Q2 2017.

  • WFG Advisors held 1,630 shares of Vanguard Morningstar Mega Cap Growth ETF worth $33K as of Q2 2017.
  • WFG Advisors sold 580 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2017, an estimated $11.5K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #816 holding.
  • WFG Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $99K in Q3 2014.
  • 154 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.