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

Horan 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
Q2 		– Sell
-4,000
Closed -$115K – 38
2014
Q1 		$115K Hold
4,000
– – 0.04% 35
2013
Q4 		$115K Sell
4,000
-2,500
-38% -$69.4K 0.04% 35
2013
Q3 		$176K Buy
+6,500
New +$170K 0.07% 32

Other funds holding MOAT

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Horan Capital Management's MOAT Position: Q2 2014 in Review

Horan Capital Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2014, closing a stake of 4,000 shares — an estimated $115K sold.

Horan Capital Management first reported a position in MOAT in Q3 2013 and held it in 3 quarters. The position peaked at $176K in Q3 2013. 56 funds tracked by Wall St. Rank hold MOAT as of Q2 2014.

  • Horan Capital Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2014 after selling out during the quarter.
  • Horan Capital Management sold 4,000 VanEck Morningstar Wide Moat ETF shares in Q2 2014, an estimated $115K.
  • Horan Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2013 and held it in 3 quarters.
  • Horan Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $176K in Q3 2013.
  • 56 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2014.

Based on Horan Capital Management's 13F filing for Q2 2014, filed 23 Jul 2014.