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Winslow Evans & Crocker’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Winslow Evans & Crocker’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
2018
Q2 		– Sell
-1,880
Closed -$42.1K – 1148
2018
Q1 		$42.1K Buy
1,880
+1,000
+114% +$23.2K 0.01% 518
2017
Q4 		$19.5K Buy
+880
New +$19.2K 0.01% 665

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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Winslow Evans & Crocker's MGK Position: Q2 2018 in Review

Winslow Evans & Crocker sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2018, closing a stake of 1,880 shares — an estimated $42.1K sold.

Winslow Evans & Crocker first reported a position in MGK in Q4 2017 and held it in 2 quarters. The position peaked at $42.1K in Q1 2018. 198 funds tracked by Wall St. Rank hold MGK as of Q2 2018.

  • Winslow Evans & Crocker reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2018 after selling out during the quarter.
  • Winslow Evans & Crocker sold 1,880 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2018, an estimated $42.1K.
  • Winslow Evans & Crocker first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2017 and held it in 2 quarters.
  • Winslow Evans & Crocker's Vanguard Morningstar Mega Cap Growth ETF position peaked at $42.1K in Q1 2018.
  • 198 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2018.

Based on Winslow Evans & Crocker's 13F filing for Q2 2018, filed 17 Jul 2018.