Blue Sky Asset Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Blue Sky Asset Management’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 Q2	–	Sell	-96,162	Closed	-$4.21M	–	58
2020 Q1	$4.21M	Buy	96,162 +90,024	+1,467%	+$4.63M	1.69%	16
2019 Q4	$336K	Buy	+6,138	New	+$325K	0.1%	84

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Blue Sky Asset Management's MOAT Position: Q2 2020 in Review

Blue Sky Asset Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2020, closing a stake of 96,162 shares — an estimated $4.21M sold.

Blue Sky Asset Management first reported a position in MOAT in Q4 2019 and held it in 2 quarters. The position peaked at $4.21M in Q1 2020. 229 funds tracked by Wall St. Rank hold MOAT as of Q2 2020.

Blue Sky Asset Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2020 after selling out during the quarter.
Blue Sky Asset Management sold 96,162 VanEck Morningstar Wide Moat ETF shares in Q2 2020, an estimated $4.21M.
Blue Sky Asset Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and held it in 2 quarters.
Blue Sky Asset Management's VanEck Morningstar Wide Moat ETF position peaked at $4.21M in Q1 2020.
229 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2020.

Based on Blue Sky Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.