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Berman Capital Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$39K Hold
538
– – 0.01% 772
2021
Q2 		$39K Hold
538
– – 0.01% 670
2021
Q1 		$37K Hold
538
– – 0.01% 590
2020
Q4 		$33K Buy
+538
New +$31.7K 0.01% 526

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $79.5B AUM 27.1% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Berman Capital Advisors's MOAT Position: Q3 2021 in Review

Berman Capital Advisors held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q3 2021 at 538 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #772.

Berman Capital Advisors first reported a position in MOAT in Q4 2020 and has held it in 4 quarters since. 308 funds tracked by Wall St. Rank hold MOAT as of Q3 2021.

  • Berman Capital Advisors held 538 shares of VanEck Morningstar Wide Moat ETF worth $39K as of Q3 2021.
  • Berman Capital Advisors left its VanEck Morningstar Wide Moat ETF share count unchanged in Q3 2021.
  • VanEck Morningstar Wide Moat ETF made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #772 holding.
  • Berman Capital Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and has held it in 4 quarters since.
  • 308 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.