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	-$290K	–	1125
2014 Q4	$290K	Sell	9,325 -854	-8%	-$26.7K	0.01%	910
2014 Q3	$319K	Buy	10,179 +2,735	+37%	+$85.1K	0.01%	837
2014 Q2	$228K	Buy	+7,444	New	+$223K	0.01%	901

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BB&T Securities's MOAT Position: Q3 2019 in Review

BB&T Securities increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 25% in Q3 2019, buying an estimated $577K and bringing the position to 59,724 shares worth $2.99M. The position accounts for 0.03% of the portfolio, ranked #484.

BB&T Securities first reported a position in MOAT in Q2 2014 and has held it in 7 quarters since. 178 funds tracked by Wall St. Rank hold MOAT as of Q3 2019.

BB&T Securities held 59,724 shares of VanEck Morningstar Wide Moat ETF worth $2.99M as of Q3 2019.
BB&T Securities bought 11,762 VanEck Morningstar Wide Moat ETF shares in Q3 2019, an estimated $577K.
VanEck Morningstar Wide Moat ETF made up 0.03% of BB&T Securities's portfolio in Q3 2019, its #484 holding.
BB&T Securities first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2014 and has held it in 7 quarters since.
178 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.