Adams Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Adams Wealth Management’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 Q1	–	Sell	-8,814	Closed	-$483K	–	86
2019 Q4	$483K	Buy	+8,814	New	+$466K	0.41%	60

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

RJA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

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

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Adams Wealth Management's MOAT Position: Q1 2020 in Review

Adams Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2020, closing a stake of 8,814 shares — an estimated $483K sold.

Adams Wealth Management first reported a position in MOAT in Q4 2019 and held it in 1 quarter. The position peaked at $483K in Q4 2019. 212 funds tracked by Wall St. Rank hold MOAT as of Q1 2020.

Adams Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2020 after selling out during the quarter.
Adams Wealth Management sold 8,814 VanEck Morningstar Wide Moat ETF shares in Q1 2020, an estimated $483K.
Adams Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and held it in 1 quarter.
Adams Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $483K in Q4 2019.
212 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2020.

Based on Adams Wealth Management's 13F filing for Q1 2020, filed 6 May 2020.