CMC Financial Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

CMC Financial Group’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 Q4	–	Sell	-210,150	Closed	-$10.5M	–	46
2019 Q3	$10.5M	Buy	+210,150	New	+$10.3M	13.93%	3

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

LPL Financial San Diego, California $377B AUM 19.32% 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

FIG

FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 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

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

CMC Financial Group's MOAT Position: Q4 2019 in Review

CMC Financial Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2019, closing a stake of 210,150 shares — an estimated $10.5M sold.

CMC Financial Group first reported a position in MOAT in Q3 2019 and held it in 1 quarter. The position peaked at $10.5M in Q3 2019. 225 funds tracked by Wall St. Rank hold MOAT as of Q4 2019.

CMC Financial Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2019 after selling out during the quarter.
CMC Financial Group sold 210,150 VanEck Morningstar Wide Moat ETF shares in Q4 2019, an estimated $10.5M.
CMC Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2019 and held it in 1 quarter.
CMC Financial Group's VanEck Morningstar Wide Moat ETF position peaked at $10.5M in Q3 2019.
225 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2019.

Based on CMC Financial Group's 13F filing for Q4 2019, filed 7 Feb 2020.