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Grey Owl Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Grey Owl Capital Management’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
2014
Q3 		$1.2M Buy
38,425
+12,520
+48% +$390K 1.52% 24
2014
Q2 		$794K Buy
25,905
+12,750
+97% +$381K 0.87% 29
2014
Q1 		$386K Buy
+13,155
New +$377K 0.44% 32

Other funds holding MOAT

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Grey Owl Capital Management's MOAT Position: Q3 2014 in Review

Grey Owl Capital Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 48% in Q3 2014, buying an estimated $390K and bringing the position to 38,425 shares worth $1.2M. The position accounts for 1.52% of the portfolio, ranked #24.

Grey Owl Capital Management first reported a position in MOAT in Q1 2014 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold MOAT as of Q3 2014.

  • Grey Owl Capital Management held 38,425 shares of VanEck Morningstar Wide Moat ETF worth $1.2M as of Q3 2014.
  • Grey Owl Capital Management bought 12,520 VanEck Morningstar Wide Moat ETF shares in Q3 2014, an estimated $390K.
  • VanEck Morningstar Wide Moat ETF made up 1.52% of Grey Owl Capital Management's portfolio in Q3 2014, its #24 holding.
  • Grey Owl Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2014 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2014.

Based on Grey Owl Capital Management's 13F filing for Q3 2014, filed 14 Nov 2014.