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

Clarus Wealth 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
Q1 		– Sell
-6,161
Closed -$254K – 715
2018
Q4 		$254K Buy
6,161
+81
+1% +$3.6K 0.4% 50
2018
Q3 		$284K Sell
6,080
-16
-0.3% -$730 0.19% 73
2018
Q2 		$253K Hold
6,096
– – 0.19% 73
2018
Q1 		$253K Buy
6,096
+969
+19% +$42.1K 0.23% 73
2017
Q4 		$218K Buy
+5,127
New +$212K 0.21% 90

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

Clarus Wealth Advisors's MOAT Position: Q1 2019 in Review

Clarus Wealth Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2019, closing a stake of 6,161 shares — an estimated $254K sold.

Clarus Wealth Advisors first reported a position in MOAT in Q4 2017 and held it in 5 quarters. The position peaked at $284K in Q3 2018. 173 funds tracked by Wall St. Rank hold MOAT as of Q1 2019.

  • Clarus Wealth Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 6,161 VanEck Morningstar Wide Moat ETF shares in Q1 2019, an estimated $254K.
  • Clarus Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2017 and held it in 5 quarters.
  • Clarus Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $284K in Q3 2018.
  • 173 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2019.

Based on Clarus Wealth Advisors's 13F filing for Q1 2019, filed 4 Apr 2019.