Aveo Capital Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Aveo Capital Partners’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 Q2	–	Sell	-5,675	Closed	-$248K	–	116
2020 Q1	$248K	Buy	+5,675	New	+$292K	0.12%	130
2019 Q4	–	Sell	-4,915	Closed	-$261K	–	194
2019 Q3	$261K	Buy	+4,915	New	+$241K	0.11%	153
2018 Q3	–	Sell	-8,486	Closed	-$370K	–	151
2018 Q2	$370K	Sell	8,486 -44	-0.5%	-$1.87K	0.16%	89
2018 Q1	$354K	Buy	+8,530	New	+$370K	0.15%	92
2017 Q4	–	Sell	-9,268	Closed	-$374K	–	152
2017 Q3	$374K	Sell	9,268 -889	-9%	-$35.2K	0.13%	82
2017 Q2	$402K	Buy	10,157 +2,922	+40%	+$112K	0.14%	78
2017 Q1	$272K	Sell	7,235 -108	-1%	-$3.98K	0.1%	90
2016 Q4	$256K	Buy	+7,343	New	+$253K	0.07%	174

Other funds holding MOAT

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $377B AUM 19.32% 1-Year Est. Return

RJA

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

OIA

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

JFA

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Aveo Capital Partners's MOAT Position: Q2 2020 in Review

Aveo Capital Partners sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2020, closing a stake of 5,675 shares — an estimated $248K sold.

Aveo Capital Partners first reported a position in MOAT in Q4 2016 and held it in 8 quarters. The position peaked at $402K in Q2 2017. 229 funds tracked by Wall St. Rank hold MOAT as of Q2 2020.

Aveo Capital Partners reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2020 after selling out during the quarter.
Aveo Capital Partners sold 5,675 VanEck Morningstar Wide Moat ETF shares in Q2 2020, an estimated $248K.
Aveo Capital Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2016 and held it in 8 quarters.
Aveo Capital Partners's VanEck Morningstar Wide Moat ETF position peaked at $402K in Q2 2017.
229 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2020.

Based on Aveo Capital Partners's 13F filing for Q2 2020, filed 12 Aug 2020.