BC
MOAT icon

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

Bartlett & Co’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 -$3K – 1175
2020
Q3 		$3K Buy
+46
New +$2.51K ﹤0.01% 774
2020
Q2 		– Sell
-151
Closed -$7K – 851
2020
Q1 		$7K Buy
+151
New +$7.76K ﹤0.01% 697

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Bartlett & Co sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2020, closing a stake of 46 shares — an estimated $3K sold.

Bartlett & Co first reported a position in MOAT in Q1 2020 and held it in 2 quarters. The position peaked at $7K in Q1 2020. 256 funds tracked by Wall St. Rank hold MOAT as of Q4 2020.

  • Bartlett & Co reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2020 after selling out during the quarter.
  • Bartlett & Co sold 46 VanEck Morningstar Wide Moat ETF shares in Q4 2020, an estimated $3K.
  • Bartlett & Co first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2020 and held it in 2 quarters.
  • Bartlett & Co's VanEck Morningstar Wide Moat ETF position peaked at $7K in Q1 2020.
  • 256 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2020.

Based on Bartlett & Co's 13F filing for Q4 2020, filed 20 Jan 2021.