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Concert Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Concert Wealth 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
2015
Q3 		– Sell
-6,783
Closed -$208K – 723
2015
Q2 		$208K Sell
6,783
-4,315
-39% -$135K 0.03% 626
2015
Q1 		$299K Sell
11,098
-1,720
-13% -$52K 0.09% 299
2014
Q4 		$404K Buy
+12,818
New +$401K 0.06% 374

Other funds holding MOAT

MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Concert Wealth Management's MOAT Position: Q3 2015 in Review

Concert Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2015, closing a stake of 6,783 shares — an estimated $208K sold.

Concert Wealth Management first reported a position in MOAT in Q4 2014 and held it in 3 quarters. The position peaked at $404K in Q4 2014. 71 funds tracked by Wall St. Rank hold MOAT as of Q3 2015.

  • Concert Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2015 after selling out during the quarter.
  • Concert Wealth Management sold 6,783 VanEck Morningstar Wide Moat ETF shares in Q3 2015, an estimated $208K.
  • Concert Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2014 and held it in 3 quarters.
  • Concert Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $404K in Q4 2014.
  • 71 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2015.

Based on Concert Wealth Management's 13F filing for Q3 2015, filed 2 Nov 2015.