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FDx Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

FDx Advisors’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
Q3 		– Sell
-33,044
Closed -$1.59M – 744
2019
Q2 		$1.59M Sell
33,044
-1,387
-4% -$65.7K 0.06% 230
2019
Q1 		$1.61M Buy
+34,431
New +$1.56M 0.07% 214
2018
Q4 		– Sell
-34,035
Closed -$1.59M – 722
2018
Q3 		$1.59M Sell
34,035
-1,110
-3% -$50.6K 0.06% 248
2018
Q2 		$1.53M Buy
35,145
+2,209
+7% +$94.1K 0.06% 273
2018
Q1 		$1.37M Buy
32,936
+12,034
+58% +$522K 0.04% 405
2017
Q4 		$887K Buy
20,902
+4,182
+25% +$173K 0.02% 585
2017
Q3 		$674K Buy
16,720
+8,291
+98% +$328K 0.02% 670
2017
Q2 		$333K Sell
8,429
-7,678
-48% -$295K 0.01% 944
2017
Q1 		$604K Buy
+16,107
New +$594K 0.02% 713
2016
Q2 		– Sell
-9,593
Closed -$295K – 926
2016
Q1 		$295K Sell
9,593
-484
-5% -$13.8K 0.01% 743
2015
Q4 		$291K Buy
10,077
+636
+7% +$18.9K 0.01% 725
2015
Q3 		$264K Buy
+9,441
New +$283K 0.02% 658

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FDx Advisors's MOAT Position: Q3 2019 in Review

FDx Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2019, closing a stake of 33,044 shares — an estimated $1.59M sold.

FDx Advisors first reported a position in MOAT in Q3 2015 and held it in 12 quarters. The position peaked at $1.61M in Q1 2019. 178 funds tracked by Wall St. Rank hold MOAT as of Q3 2019.

  • FDx Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2019 after selling out during the quarter.
  • FDx Advisors sold 33,044 VanEck Morningstar Wide Moat ETF shares in Q3 2019, an estimated $1.59M.
  • FDx Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2015 and held it in 12 quarters.
  • FDx Advisors's VanEck Morningstar Wide Moat ETF position peaked at $1.61M in Q1 2019.
  • 178 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2019.

Based on FDx Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.