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Global Financial Private Capital’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Global Financial Private Capital’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
2017
Q4 		– Sell
-13,017
Closed -$525K – 552
2017
Q3 		$525K Buy
+13,017
New +$515K 0.02% 319

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Global Financial Private Capital's MOAT Position: Q4 2017 in Review

Global Financial Private Capital sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2017, closing a stake of 13,017 shares — an estimated $525K sold.

Global Financial Private Capital first reported a position in MOAT in Q3 2017 and held it in 1 quarter. The position peaked at $525K in Q3 2017. 113 funds tracked by Wall St. Rank hold MOAT as of Q4 2017.

  • Global Financial Private Capital reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2017 after selling out during the quarter.
  • Global Financial Private Capital sold 13,017 VanEck Morningstar Wide Moat ETF shares in Q4 2017, an estimated $525K.
  • Global Financial Private Capital first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2017 and held it in 1 quarter.
  • Global Financial Private Capital's VanEck Morningstar Wide Moat ETF position peaked at $525K in Q3 2017.
  • 113 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2017.

Based on Global Financial Private Capital's 13F filing for Q4 2017, filed 8 Feb 2018.