Blume Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Blume Capital 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
2018 Q2	–	Sell	-75	Closed	-$3K	–	209
2018 Q1	$3K	Hold	75	–	–	﹤0.01%	203
2017 Q4	$3K	Hold	75	–	–	﹤0.01%	219
2017 Q3	$3K	Buy	+75	New	+$2.97K	﹤0.01%	232

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

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

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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

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

Blume Capital Management's MOAT Position: Q2 2018 in Review

Blume Capital Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2018, closing a stake of 75 shares — an estimated $3K sold.

Blume Capital Management first reported a position in MOAT in Q3 2017 and held it in 3 quarters. The position peaked at $3K in Q1 2018. 128 funds tracked by Wall St. Rank hold MOAT as of Q2 2018.

Blume Capital Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2018 after selling out during the quarter.
Blume Capital Management sold 75 VanEck Morningstar Wide Moat ETF shares in Q2 2018, an estimated $3K.
Blume Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2017 and held it in 3 quarters.
Blume Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $3K in Q1 2018.
128 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2018.

Based on Blume Capital Management's 13F filing for Q2 2018, filed 2 Aug 2018.