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BB&T Securities’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

BB&T Securities’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
2019
Q3 		$2.99M Buy
59,724
+11,762
+25% +$577K 0.03% 484
2019
Q2 		$2.3M Buy
47,962
+12,486
+35% +$591K 0.02% 554
2019
Q1 		$1.65M Buy
35,476
+28,570
+414% +$1.29M 0.02% 640
2018
Q4 		$284K Buy
+6,906
New +$307K ﹤0.01% 1209
2015
Q1 		– Sell
-9,325
Closed -$2.9M – 1125
2014
Q4 		$2.9M Sell
9,325
-854
-8% -$26.7K 0.01% 910
2014
Q3 		$3.19M Buy
10,179
+2,735
+37% +$85.1K 0.01% 837
2014
Q2 		$2.28M Buy
+7,444
New +$223K 0.01% 901

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return