Allianz Life Insurance of North America’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Allianz Life Insurance of North America’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
2018 Q3	$567K	Buy	12,100 +600	+5%	+$27.4K	0.62%	49
2018 Q2	$501K	Sell	11,500 -185	-2%	-$7.88K	0.59%	49
2018 Q1	$485K	Sell	11,685 -2,795	-19%	-$121K	0.67%	40
2017 Q4	$615K	Sell	14,480 -6,197	-30%	-$256K	1.34%	16
2017 Q3	$834K	Buy	20,677 +750	+4%	+$29.7K	2.21%	16
2017 Q2	$788K	Sell	19,927 -2,195	-10%	-$84.3K	2.28%	16
2017 Q1	$830K	Buy	22,122 +6,441	+41%	+$237K	2.62%	13
2016 Q4	$557K	Buy	+15,681	New	+$540K	1.94%	16

Other funds holding MOAT

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

SWA

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

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

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

RJFSA

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

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

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

KLI

Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return

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

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Allianz Life Insurance of North America's MOAT Position: Q3 2018 in Review

Allianz Life Insurance of North America increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.2% in Q3 2018, buying an estimated $27.4K and bringing the position to 12,100 shares worth $567K. The position accounts for 0.62% of the portfolio, ranked #49.

Allianz Life Insurance of North America first reported a position in MOAT in Q4 2016 and has held it in 8 quarters since. The position peaked at $834K in Q3 2017. 131 funds tracked by Wall St. Rank hold MOAT as of Q3 2018.

Allianz Life Insurance of North America held 12,100 shares of VanEck Morningstar Wide Moat ETF worth $567K as of Q3 2018.
Allianz Life Insurance of North America bought 600 VanEck Morningstar Wide Moat ETF shares in Q3 2018, an estimated $27.4K.
VanEck Morningstar Wide Moat ETF made up 0.62% of Allianz Life Insurance of North America's portfolio in Q3 2018, its #49 holding.
Allianz Life Insurance of North America first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2016 and has held it in 8 quarters since.
Allianz Life Insurance of North America's VanEck Morningstar Wide Moat ETF position peaked at $834K in Q3 2017.
131 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2018.

Based on Allianz Life Insurance of North America's 13F filing for Q3 2018, filed 16 Oct 2018.