10-15 Associates’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

10-15 Associates’s Portfolio MOAT Stock Details MOAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$2.58M	Buy	47,287 +4,235	+10%	+$231K	0.5%	48
2020 Q2	$2.25M	Buy	43,052 +430	+1%	+$21.4K	0.45%	47
2020 Q1	$1.86M	Buy	42,622 +7,238	+20%	+$372K	0.43%	51
2019 Q4	$1.94M	Buy	35,384 +585	+2%	+$31K	0.37%	60
2019 Q3	$1.75M	Buy	34,799 +5,842	+20%	+$286K	0.36%	60
2019 Q2	$1.39M	Buy	28,957 +862	+3%	+$40.8K	0.3%	61
2019 Q1	$1.31M	Buy	+28,095	New	+$1.27M	0.28%	61

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

10-15 Associates's MOAT Position: Q3 2020 in Review

10-15 Associates increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 9.8% in Q3 2020, buying an estimated $231K and bringing the position to 47,287 shares worth $2.58M. The position accounts for 0.5% of the portfolio, ranked #48.

10-15 Associates first reported a position in MOAT in Q1 2019 and has held it in 7 quarters since. 226 funds tracked by Wall St. Rank hold MOAT as of Q3 2020.

10-15 Associates held 47,287 shares of VanEck Morningstar Wide Moat ETF worth $2.58M as of Q3 2020.
10-15 Associates bought 4,235 VanEck Morningstar Wide Moat ETF shares in Q3 2020, an estimated $231K.
VanEck Morningstar Wide Moat ETF made up 0.5% of 10-15 Associates's portfolio in Q3 2020, its #48 holding.
10-15 Associates first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2019 and has held it in 7 quarters since.
226 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2020.

Based on 10-15 Associates's 13F filing for Q3 2020, filed 13 Oct 2020.