Bartlett & Co Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Bartlett & Co Wealth Management’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 Q4	–	Sell	-46	Closed	-$2.51K	–	1216
2020 Q3	$2.51K	Buy	+46	New	+$2.51K	﹤0.01%	780
2020 Q2	–	Sell	-151	Closed	-$6.61K	–	867
2020 Q1	$6.61K	Buy	+151	New	+$7.76K	﹤0.01%	704

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

OIA

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

RJA

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Bartlett & Co Wealth Management's MOAT Position: Q4 2020 in Review

Bartlett & Co Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2020, closing a stake of 46 shares — an estimated $2.51K sold.

Bartlett & Co Wealth Management first reported a position in MOAT in Q1 2020 and held it in 2 quarters. The position peaked at $6.61K in Q1 2020. 256 funds tracked by Wall St. Rank hold MOAT as of Q4 2020.

Bartlett & Co Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2020 after selling out during the quarter.
Bartlett & Co Wealth Management sold 46 VanEck Morningstar Wide Moat ETF shares in Q4 2020, an estimated $2.51K.
Bartlett & Co Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2020 and held it in 2 quarters.
Bartlett & Co Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $6.61K in Q1 2020.
256 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2020, filed 13 Feb 2024.