Creative Financial Designs’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Creative Financial Designs’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
2018 Q2	–	Sell	-338	Closed	-$14K	–	775
2018 Q1	$14K	Buy	+338	New	+$14.7K	0.01%	378

Other funds holding MOAT

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

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

JFA

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

TTP Investments San Jose, California $247M AUM 74.49% 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

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Creative Financial Designs's MOAT Position: Q2 2018 in Review

Creative Financial Designs sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2018, closing a stake of 338 shares — an estimated $14K sold.

Creative Financial Designs first reported a position in MOAT in Q1 2018 and held it in 1 quarter. The position peaked at $14K in Q1 2018. 128 funds tracked by Wall St. Rank hold MOAT as of Q2 2018.

Creative Financial Designs reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2018 after selling out during the quarter.
Creative Financial Designs sold 338 VanEck Morningstar Wide Moat ETF shares in Q2 2018, an estimated $14K.
Creative Financial Designs first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2018 and held it in 1 quarter.
Creative Financial Designs's VanEck Morningstar Wide Moat ETF position peaked at $14K in Q1 2018.
128 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2018.

Based on Creative Financial Designs's 13F filing for Q2 2018, filed 13 Jul 2018.