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

Invesco’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
2013
Q4 		– Sell
-200
Closed -$5K – 4355
2013
Q3 		$5K Sell
200
-3,900
-95% -$102K ﹤0.01% 4257
2013
Q2 		$100K Buy
+4,100
New +$99.4K ﹤0.01% 3950

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Invesco's MOAT Position: Q4 2013 in Review

Invesco sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2013, closing a stake of 200 shares — an estimated $5K sold.

Invesco first reported a position in MOAT in Q2 2013 and held it in 2 quarters. The position peaked at $100K in Q2 2013. 49 funds tracked by Wall St. Rank hold MOAT as of Q4 2013.

  • Invesco reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2013 after selling out during the quarter.
  • Invesco sold 200 VanEck Morningstar Wide Moat ETF shares in Q4 2013, an estimated $5K.
  • Invesco first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2013 and held it in 2 quarters.
  • Invesco's VanEck Morningstar Wide Moat ETF position peaked at $100K in Q2 2013.
  • 49 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2013.

Based on Invesco's 13F filing for Q4 2013, filed 13 Feb 2014.