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Advisor Group’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Advisor Group’s Portfolio MOTI Stock Details MOTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$17K Hold
544
– – ﹤0.01% 4047
2019
Q3 		$17K Hold
544
– – ﹤0.01% 4063
2019
Q2 		$17K Buy
+544
New +$16.9K ﹤0.01% 4071
2018
Q2 		– Sell
-54
Closed -$2K – 4996
2018
Q1 		$2K Buy
+54
New +$1.89K ﹤0.01% 4700

Other funds holding MOTI

DP
Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
BFO
Boston Family Office Boston, Massachusetts $1.5B AUM 11.68% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Advisor Group's MOTI Position: Q4 2019 in Review

Advisor Group held its VanEck Morningstar International Moat ETF (MOTI) position steady in Q4 2019 at 544 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #4047.

Advisor Group first reported a position in MOTI in Q1 2018 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold MOTI as of Q4 2019.

  • Advisor Group held 544 shares of VanEck Morningstar International Moat ETF worth $17K as of Q4 2019.
  • Advisor Group left its VanEck Morningstar International Moat ETF share count unchanged in Q4 2019.
  • VanEck Morningstar International Moat ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4047 holding.
  • Advisor Group first reported a position in VanEck Morningstar International Moat ETF in Q1 2018 and has held it in 4 quarters since.
  • 25 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q4 2019.

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