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

Boston 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
2019 Q3	$3.23M	Sell	64,511 -948	-1%	-$46.5K	0.17%	159
2019 Q2	$3.14M	Buy	65,459 +756	+1%	+$35.8K	0.17%	161
2019 Q1	$3.02M	Sell	64,703 -1,046	-2%	-$47.3K	0.15%	179
2018 Q4	$2.71M	Buy	+65,749	New	+$2.92M	0.16%	166

Other funds holding MOAT

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

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

SWA

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

JFA

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Boston Advisors's MOAT Position: Q3 2019 in Review

Boston Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.4% in Q3 2019, selling an estimated $46.5K and leaving 64,511 shares worth $3.23M. The position accounts for 0.17% of the portfolio, ranked #159.

Boston Advisors first reported a position in MOAT in Q4 2018 and has held it in 4 quarters since. 178 funds tracked by Wall St. Rank hold MOAT as of Q3 2019.

Boston Advisors held 64,511 shares of VanEck Morningstar Wide Moat ETF worth $3.23M as of Q3 2019.
Boston Advisors sold 948 VanEck Morningstar Wide Moat ETF shares in Q3 2019, an estimated $46.5K.
VanEck Morningstar Wide Moat ETF made up 0.17% of Boston Advisors's portfolio in Q3 2019, its #159 holding.
Boston Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2018 and has held it in 4 quarters since.
178 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.