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

UBS Zurich, Switzerland $109B AUM 16.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

LPL Financial San Diego, California $376B 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

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return