First Allied Advisory Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

First Allied Advisory Services’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
2020 Q3	$1.32M	Buy	24,250 +1,615	+7%	+$88.3K	0.04%	400
2020 Q2	$1.18M	Buy	22,635 +350	+2%	+$17.4K	0.04%	402
2020 Q1	$975K	Sell	22,285 -226	-1%	-$11.6K	0.04%	396
2019 Q4	$1.23M	Sell	22,511 -61	-0.3%	-$3.23K	0.04%	413
2019 Q3	$1.13M	Buy	22,572 +2,750	+14%	+$135K	0.04%	433
2019 Q2	$952K	Buy	19,822 +1,597	+9%	+$75.6K	0.03%	477
2019 Q1	$850K	Hold	18,225	–	–	0.03%	494
2018 Q4	$750K	Sell	18,225 -184	-1%	-$8.18K	0.03%	488
2018 Q3	$860K	Sell	18,409 -561	-3%	-$25.6K	0.03%	517
2018 Q2	$827K	Buy	18,970 +75	+0.4%	+$3.19K	0.03%	511
2018 Q1	$784K	Buy	18,895 +570	+3%	+$24.7K	0.03%	520
2017 Q4	$776K	Sell	18,325 -200	-1%	-$8.26K	0.03%	514
2017 Q3	$746K	Buy	18,525 +1,000	+6%	+$39.6K	0.03%	490
2017 Q2	$694K	Hold	17,525	–	–	0.03%	517
2017 Q1	$658K	Sell	17,525 -30	-0.2%	-$1.1K	0.03%	501
2016 Q4	$611K	Sell	17,555 -45	-0.3%	-$1.55K	0.03%	521
2016 Q3	$599K	Hold	17,600	–	–	0.03%	507
2016 Q2	$572K	Buy	17,600 +1,090	+7%	+$35.1K	0.03%	503
2016 Q1	$507K	Sell	16,510 -300	-2%	-$8.58K	0.03%	539
2015 Q4	$487K	Sell	16,810 -2,406	-13%	-$71.6K	0.03%	587
2015 Q3	$537K	Buy	19,216 +4,964	+35%	+$149K	0.03%	539
2015 Q2	$436K	Buy	14,252 +5,331	+60%	+$167K	0.02%	663
2015 Q1	$271K	Buy	8,921 +623	+8%	+$18.8K	0.02%	823
2014 Q4	$258K	Buy	8,298 +1,475	+22%	+$46.2K	0.02%	825
2014 Q3	$215K	Buy	6,823 +123	+2%	+$3.83K	0.02%	890
2014 Q2	$204K	Buy	+6,700	New	+$200K	0.02%	879

Other funds holding MOAT

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

First Allied Advisory Services's MOAT Position: Q3 2020 in Review

First Allied Advisory Services increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 7.1% in Q3 2020, buying an estimated $88.3K and bringing the position to 24,250 shares worth $1.32M. The position accounts for 0.04% of the portfolio, ranked #400.

First Allied Advisory Services first reported a position in MOAT in Q2 2014 and has held it in 26 quarters since. 226 funds tracked by Wall St. Rank hold MOAT as of Q3 2020.

First Allied Advisory Services held 24,250 shares of VanEck Morningstar Wide Moat ETF worth $1.32M as of Q3 2020.
First Allied Advisory Services bought 1,615 VanEck Morningstar Wide Moat ETF shares in Q3 2020, an estimated $88.3K.
VanEck Morningstar Wide Moat ETF made up 0.04% of First Allied Advisory Services's portfolio in Q3 2020, its #400 holding.
First Allied Advisory Services first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2014 and has held it in 26 quarters since.
226 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.