Kernodle & Katon Asset Management Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Kernodle & Katon Asset Management Group’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
2017 Q1	$61K	Hold	1,628	–	–	0.04%	157
2016 Q4	$57K	Hold	1,628	–	–	0.03%	159
2016 Q3	$55K	Hold	1,628	–	–	0.03%	176
2016 Q2	$53K	Buy	+1,628	New	+$52.4K	0.05%	132
2016 Q1	–	Sell	-1,628	Closed	-$47K	–	324
2015 Q4	$47K	Buy	+1,628	New	+$48.4K	0.05%	120

Other funds holding MOAT

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

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

JFA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

KLI

Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Kernodle & Katon Asset Management Group's MOAT Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2017 at 1,628 shares worth $61K. The position accounts for 0.04% of the portfolio, ranked #157.

Kernodle & Katon Asset Management Group first reported a position in MOAT in Q4 2015 and has held it in 5 quarters since. 82 funds tracked by Wall St. Rank hold MOAT as of Q1 2017.

Kernodle & Katon Asset Management Group held 1,628 shares of VanEck Morningstar Wide Moat ETF worth $61K as of Q1 2017.
Kernodle & Katon Asset Management Group left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2017.
VanEck Morningstar Wide Moat ETF made up 0.04% of Kernodle & Katon Asset Management Group's portfolio in Q1 2017, its #157 holding.
Kernodle & Katon Asset Management Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2015 and has held it in 5 quarters since.
82 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.