IberiaBank’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

IberiaBank’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
2019 Q4	–	Sell	-15,625	Closed	-$784K	–	229
2019 Q3	$784K	Hold	15,625	–	–	0.09%	142
2019 Q2	$750K	Hold	15,625	–	–	0.08%	144
2019 Q1	$729K	Hold	15,625	–	–	0.08%	148
2018 Q4	$643K	Buy	+15,625	New	+$695K	0.08%	155

Other funds holding MOAT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

JFA

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

FIG

FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IberiaBank's MOAT Position: Q4 2019 in Review

IberiaBank sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2019, closing a stake of 15,625 shares — an estimated $784K sold.

IberiaBank first reported a position in MOAT in Q4 2018 and held it in 4 quarters. The position peaked at $784K in Q3 2019. 225 funds tracked by Wall St. Rank hold MOAT as of Q4 2019.

IberiaBank reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2019 after selling out during the quarter.
IberiaBank sold 15,625 VanEck Morningstar Wide Moat ETF shares in Q4 2019, an estimated $784K.
IberiaBank first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2018 and held it in 4 quarters.
IberiaBank's VanEck Morningstar Wide Moat ETF position peaked at $784K in Q3 2019.
225 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2019.

Based on IberiaBank's 13F filing for Q4 2019, filed 31 Jan 2020.