Capital Advisory Group Advisory Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Capital Advisory Group Advisory Services’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 Q2	–	Sell	-14	Closed	–	–	439
2019 Q1	$0	Sell	14 -479	-97%	-$21.6K	﹤0.01%	424
2018 Q4	$20K	Sell	493 -4,698	-91%	-$209K	0.02%	191
2018 Q3	$241K	Sell	5,191 -2,496	-32%	-$114K	0.16%	70
2018 Q2	$335K	Sell	7,687 -777	-9%	-$33.1K	0.24%	53
2018 Q1	$352K	Buy	+8,464	New	+$367K	0.26%	54

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

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Capital Advisory Group Advisory Services's MOAT Position: Q2 2019 in Review

Capital Advisory Group Advisory Services sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2019, closing a stake of 14 shares.

Capital Advisory Group Advisory Services first reported a position in MOAT in Q1 2018 and held it in 5 quarters. The position peaked at $352K in Q1 2018. 178 funds tracked by Wall St. Rank hold MOAT as of Q2 2019.

Capital Advisory Group Advisory Services reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2019 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 14 VanEck Morningstar Wide Moat ETF shares in Q2 2019.
Capital Advisory Group Advisory Services first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2018 and held it in 5 quarters.
Capital Advisory Group Advisory Services's VanEck Morningstar Wide Moat ETF position peaked at $352K in Q1 2018.
178 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2019.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2019, filed 28 May 2020.