Arden Trust’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Arden Trust’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
2015 Q4	–	Sell	-17,276	Closed	-$483K	–	662
2015 Q3	$483K	Buy	+17,276	New	+$517K	0.04%	399

Other funds holding MOAT

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

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

JFA

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

SWA

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return

Arden Trust's MOAT Position: Q4 2015 in Review

Arden Trust sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2015, closing a stake of 17,276 shares — an estimated $483K sold.

Arden Trust first reported a position in MOAT in Q3 2015 and held it in 1 quarter. The position peaked at $483K in Q3 2015. 72 funds tracked by Wall St. Rank hold MOAT as of Q4 2015.

Arden Trust reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2015 after selling out during the quarter.
Arden Trust sold 17,276 VanEck Morningstar Wide Moat ETF shares in Q4 2015, an estimated $483K.
Arden Trust first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2015 and held it in 1 quarter.
Arden Trust's VanEck Morningstar Wide Moat ETF position peaked at $483K in Q3 2015.
72 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2015.

Based on Arden Trust's 13F filing for Q4 2015, filed 9 Mar 2016.