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FundX Investment Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

FundX Investment Group’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
Q2 		– Sell
-604,347
Closed -$26.4M – 43
2020
Q1 		$26.4M Sell
604,347
-280,504
-32% -$14.4M 9.72% 4
2019
Q4 		$48.5M Buy
+884,851
New +$46.8M 13.07% 2

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FundX Investment Group's MOAT Position: Q2 2020 in Review

FundX Investment Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2020, closing a stake of 604,347 shares — an estimated $26.4M sold.

FundX Investment Group first reported a position in MOAT in Q4 2019 and held it in 2 quarters. The position peaked at $48.5M in Q4 2019. 229 funds tracked by Wall St. Rank hold MOAT as of Q2 2020.

  • FundX Investment Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2020 after selling out during the quarter.
  • FundX Investment Group sold 604,347 VanEck Morningstar Wide Moat ETF shares in Q2 2020, an estimated $26.4M.
  • FundX Investment Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and held it in 2 quarters.
  • FundX Investment Group's VanEck Morningstar Wide Moat ETF position peaked at $48.5M in Q4 2019.
  • 229 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2020.

Based on FundX Investment Group's 13F filing for Q2 2020, filed 11 Aug 2020.