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Banque Pictet & Cie’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Banque Pictet & Cie’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
Q2 		– Sell
-12,400
Closed -$514K – 366
2018
Q1 		$514K Sell
12,400
-17,884
-59% -$776K 0.01% 280
2017
Q4 		$1.29M Buy
30,284
+8,917
+42% +$368K 0.03% 220
2017
Q3 		$862K Buy
21,367
+681
+3% +$26.9K 0.02% 256
2017
Q2 		$818K Sell
20,686
-194
-0.9% -$7.45K 0.02% 258
2017
Q1 		$784K Sell
20,880
-4,100
-16% -$151K 0.02% 250
2016
Q4 		$870K Sell
24,980
-967
-4% -$33.3K 0.02% 245
2016
Q3 		$884K Sell
25,947
-17,275
-40% -$590K 0.02% 231
2016
Q2 		$1.41M Sell
43,222
-79,490
-65% -$2.56M 0.04% 195
2016
Q1 		$3.77M Sell
122,712
-89,355
-42% -$2.56M 0.1% 120
2015
Q4 		$6.13M Sell
212,067
-368,206
-63% -$11M 0.17% 85
2015
Q3 		$16.2M Buy
580,273
+571,973
+6,891% +$17.1M 0.48% 52
2015
Q2 		$255K Hold
8,300
– – 0.02% 266
2015
Q1 		$252K Buy
+8,300
New +$251K 0.01% 410

Other funds holding MOAT

Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Banque Pictet & Cie's MOAT Position: Q2 2018 in Review

Banque Pictet & Cie sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2018, closing a stake of 12,400 shares — an estimated $514K sold.

Banque Pictet & Cie first reported a position in MOAT in Q1 2015 and held it in 13 quarters. The position peaked at $16.2M in Q3 2015. 128 funds tracked by Wall St. Rank hold MOAT as of Q2 2018.

  • Banque Pictet & Cie reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2018 after selling out during the quarter.
  • Banque Pictet & Cie sold 12,400 VanEck Morningstar Wide Moat ETF shares in Q2 2018, an estimated $514K.
  • Banque Pictet & Cie first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2015 and held it in 13 quarters.
  • Banque Pictet & Cie's VanEck Morningstar Wide Moat ETF position peaked at $16.2M in Q3 2015.
  • 128 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2018.

Based on Banque Pictet & Cie's 13F filing for Q2 2018, filed 9 Aug 2018.