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Hochman Cole Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Hochman Cole Investment 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
2021
Q3 		$4.12M Buy
56,287
+5,444
+11% +$410K 1.61% 17
2021
Q2 		$3.77M Buy
50,843
+2,264
+5% +$165K 1.5% 21
2021
Q1 		$3.37M Buy
48,579
+1,550
+3% +$102K 1.41% 22
2020
Q4 		$2.92M Buy
47,029
+1,065
+2% +$62.7K 1.26% 23
2020
Q3 		$2.51M Buy
45,964
+4,751
+12% +$260K 1.24% 23
2020
Q2 		$2.15M Buy
41,213
+467
+1% +$23.3K 1.19% 25
2020
Q1 		$1.78M Buy
40,746
+16,035
+65% +$824K 1.22% 24
2019
Q4 		$1.35M Buy
24,711
+7,173
+41% +$380K 0.74% 33
2019
Q3 		$880K Buy
17,538
+3,542
+25% +$174K 0.55% 42
2019
Q2 		$672K Sell
13,996
-953
-6% -$45.1K 0.4% 52
2019
Q1 		$697K Buy
14,949
+1,290
+9% +$58.3K 0.42% 50
2018
Q4 		$562K Sell
13,659
-4,612
-25% -$205K 0.39% 56
2018
Q3 		$854K Hold
18,271
– – 0.53% 45
2018
Q2 		$796K Sell
18,271
-12,826
-41% -$546K 0.52% 47
2018
Q1 		$1.29M Sell
31,097
-2,430
-7% -$105K 0.9% 31
2017
Q4 		$1.42M Sell
33,527
-9,506
-22% -$392K 0.9% 32
2017
Q3 		$1.74M Buy
+43,033
New +$1.7M 1.14% 26

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $445B AUM 25.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Hochman Cole Investment Advisors's MOAT Position: Q3 2021 in Review

Hochman Cole Investment Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 11% in Q3 2021, buying an estimated $410K and bringing the position to 56,287 shares worth $4.12M. The position accounts for 1.61% of the portfolio, ranked #17.

Hochman Cole Investment Advisors first reported a position in MOAT in Q3 2017 and has held it in 17 quarters since. 308 funds tracked by Wall St. Rank hold MOAT as of Q3 2021.

  • Hochman Cole Investment Advisors held 56,287 shares of VanEck Morningstar Wide Moat ETF worth $4.12M as of Q3 2021.
  • Hochman Cole Investment Advisors bought 5,444 VanEck Morningstar Wide Moat ETF shares in Q3 2021, an estimated $410K.
  • VanEck Morningstar Wide Moat ETF made up 1.61% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #17 holding.
  • Hochman Cole Investment Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2017 and has held it in 17 quarters since.
  • 308 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.