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Bellwether Investment Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-1,181
Closed -$44K – 399
2017
Q1 		$44K Buy
1,181
+150
+15% +$5.53K 0.12% 160
2016
Q4 		$36K Buy
+1,031
New +$35.5K 0.03% 330
2016
Q2 		$36K Buy
+1,106
New +$35.6K 0.04% 280

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return

Bellwether Investment Group's MOAT Position: Q2 2017 in Review

Bellwether Investment Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2017, closing a stake of 1,181 shares — an estimated $44K sold.

Bellwether Investment Group first reported a position in MOAT in Q2 2016 and held it in 3 quarters. The position peaked at $44K in Q1 2017. 98 funds tracked by Wall St. Rank hold MOAT as of Q2 2017.

  • Bellwether Investment Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 1,181 VanEck Morningstar Wide Moat ETF shares in Q2 2017, an estimated $44K.
  • Bellwether Investment Group first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's VanEck Morningstar Wide Moat ETF position peaked at $44K in Q1 2017.
  • 98 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.