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Ergoteles’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Ergoteles’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
2021
Q3 		– Sell
-16,965
Closed -$1.26M – 1508
2021
Q2 		$1.26M Buy
+16,965
New +$1.24M 0.03% 447

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Ergoteles's MOAT Position: Q3 2021 in Review

Ergoteles sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2021, closing a stake of 16,965 shares — an estimated $1.26M sold.

Ergoteles first reported a position in MOAT in Q2 2021 and held it in 1 quarter. The position peaked at $1.26M in Q2 2021. 308 funds tracked by Wall St. Rank hold MOAT as of Q3 2021.

  • Ergoteles reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2021 after selling out during the quarter.
  • Ergoteles sold 16,965 VanEck Morningstar Wide Moat ETF shares in Q3 2021, an estimated $1.26M.
  • Ergoteles first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2021 and held it in 1 quarter.
  • Ergoteles's VanEck Morningstar Wide Moat ETF position peaked at $1.26M in Q2 2021.
  • 308 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2021.

Based on Ergoteles's 13F filing for Q3 2021, filed 15 Nov 2021.