Advisor Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Advisor Group’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
2019 Q4	$3.91M	Buy	71,329 +4,928	+7%	+$261K	0.03%	500
2019 Q3	$3.33M	Sell	66,401 -2,832	-4%	-$139K	0.02%	561
2019 Q2	$3.33M	Buy	69,233 +22,047	+47%	+$1.04M	0.03%	553
2019 Q1	$2.2M	Buy	47,186 +29,119	+161%	+$1.32M	0.02%	680
2018 Q4	$745K	Sell	18,067 -602	-3%	-$26.8K	0.01%	1137
2018 Q3	$873K	Buy	18,669 +7,320	+64%	+$334K	0.01%	1080
2018 Q2	$494K	Sell	11,349 -613	-5%	-$26.1K	0.01%	1315
2018 Q1	$497K	Sell	11,962 -8,376	-41%	-$364K	0.01%	1333
2017 Q4	$863K	Buy	20,338 +10,304	+103%	+$425K	0.01%	986
2017 Q3	$405K	Buy	10,034 +2,001	+25%	+$79.2K	0.01%	1336
2017 Q2	$319K	Buy	8,033 +3,313	+70%	+$127K	0.01%	1440
2017 Q1	$177K	Buy	4,720 +1,152	+32%	+$42.5K	﹤0.01%	1762
2016 Q4	$124K	Buy	3,568 +1,732	+94%	+$59.7K	﹤0.01%	1924
2016 Q3	$63K	Sell	1,836 -1,042	-36%	-$35.6K	﹤0.01%	2336
2016 Q2	$93K	Buy	+2,878	New	+$92.7K	﹤0.01%	1974

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

SWA

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

JFA

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

FIG

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

OIA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Advisor Group's MOAT Position: Q4 2019 in Review

Advisor Group increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 7.4% in Q4 2019, buying an estimated $261K and bringing the position to 71,329 shares worth $3.91M. The position accounts for 0.03% of the portfolio, ranked #500.

Advisor Group first reported a position in MOAT in Q2 2016 and has held it in 15 quarters since. 225 funds tracked by Wall St. Rank hold MOAT as of Q4 2019.

Advisor Group held 71,329 shares of VanEck Morningstar Wide Moat ETF worth $3.91M as of Q4 2019.
Advisor Group bought 4,928 VanEck Morningstar Wide Moat ETF shares in Q4 2019, an estimated $261K.
VanEck Morningstar Wide Moat ETF made up 0.03% of Advisor Group's portfolio in Q4 2019, its #500 holding.
Advisor Group first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2016 and has held it in 15 quarters since.
225 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.