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Cribstone Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Cribstone Capital 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
2018
Q1 		– Sell
-50
Closed -$2K – 831
2017
Q4 		$2K Hold
50
– – ﹤0.01% 798
2017
Q3 		$2K Hold
50
– – ﹤0.01% 681
2017
Q2 		$2K Hold
50
– – ﹤0.01% 669
2017
Q1 		$2K Sell
50
-50
-50% -$1.84K ﹤0.01% 693
2016
Q4 		$4K Buy
+100
New +$3.44K ﹤0.01% 600

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
UBS Group
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
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

Cribstone Capital Management's MOAT Position: Q1 2018 in Review

Cribstone Capital Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2018, closing a stake of 50 shares — an estimated $2K sold.

Cribstone Capital Management first reported a position in MOAT in Q4 2016 and held it in 5 quarters. The position peaked at $4K in Q4 2016. 134 funds tracked by Wall St. Rank hold MOAT as of Q1 2018.

  • Cribstone Capital Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2018 after selling out during the quarter.
  • Cribstone Capital Management sold 50 VanEck Morningstar Wide Moat ETF shares in Q1 2018, an estimated $2K.
  • Cribstone Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2016 and held it in 5 quarters.
  • Cribstone Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $4K in Q4 2016.
  • 134 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2018.

Based on Cribstone Capital Management's 13F filing for Q1 2018, filed 19 Apr 2018.