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Ladenburg Thalmann Financial Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Ladenburg Thalmann Financial Services’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 		$13.1M Buy
240,074
+71,556
+42% +$3.79M 0.08% 239
2019
Q3 		$8.45M Buy
168,518
+6,387
+4% +$313K 0.06% 317
2019
Q2 		$7.79M Buy
162,131
+27,421
+20% +$1.3M 0.06% 329
2019
Q1 		$6.28M Buy
134,710
+3,838
+3% +$173K 0.05% 376
2018
Q4 		$5.39M Sell
130,872
-15,417
-11% -$686K 0.05% 350
2018
Q3 		$6.84M Buy
146,289
+9,179
+7% +$419K 0.06% 291
2018
Q2 		$5.69M Hold
137,110
– – 0.05% 327
2018
Q1 		$5.69M Buy
137,110
+35,310
+35% +$1.53M 0.05% 327
2017
Q4 		$4.32M Buy
101,800
+38,633
+61% +$1.59M 0.04% 390
2017
Q3 		$2.55M Sell
63,167
-18,595
-23% -$736K 0.03% 530
2017
Q2 		$3.23M Buy
81,762
+23,038
+39% +$884K 0.04% 422
2017
Q1 		$2.2M Buy
58,724
+8,983
+18% +$331K 0.03% 531
2016
Q4 		$1.73M Buy
49,741
+10,428
+27% +$359K 0.02% 574
2016
Q3 		$1.34M Buy
39,313
+1,468
+4% +$50.1K 0.02% 649
2016
Q2 		$1.23M Sell
37,845
-13,984
-27% -$450K 0.02% 661
2016
Q1 		$1.59M Sell
51,829
-17,203
-25% -$492K 0.03% 508
2015
Q4 		$2M Sell
69,032
-7,087
-9% -$211K 0.04% 415
2015
Q3 		$2.13M Sell
76,119
-4,322
-5% -$129K 0.04% 373
2015
Q2 		$2.47M Buy
80,441
+1,057
+1% +$33K 0.05% 368
2015
Q1 		$2.41M Sell
79,384
-1,078
-1% -$32.6K 0.05% 375
2014
Q4 		$2.5M Buy
80,462
+8,443
+12% +$264K 0.06% 303
2014
Q3 		$2.25M Buy
72,019
+6,624
+10% +$206K 0.06% 256
2014
Q2 		$2M Buy
65,395
+3,852
+6% +$115K 0.05% 298
2014
Q1 		$1.8M Buy
61,543
+9,287
+18% +$266K 0.05% 291
2013
Q4 		$1.51M Buy
52,256
+15,947
+44% +$443K 0.05% 320
2013
Q3 		$986K Buy
36,309
+18,627
+105% +$487K 0.03% 419
2013
Q2 		$432K Buy
+17,682
New +$429K 0.02% 681

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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 $1.32B AUM 24.95% 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ladenburg Thalmann Financial Services's MOAT Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 42% in Q4 2019, buying an estimated $3.79M and bringing the position to 240,074 shares worth $13.1M. The position accounts for 0.08% of the portfolio, ranked #239.

Ladenburg Thalmann Financial Services first reported a position in MOAT in Q2 2013 and has held it in 27 quarters since. 225 funds tracked by Wall St. Rank hold MOAT as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 240,074 shares of VanEck Morningstar Wide Moat ETF worth $13.1M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 71,556 VanEck Morningstar Wide Moat ETF shares in Q4 2019, an estimated $3.79M.
  • VanEck Morningstar Wide Moat ETF made up 0.08% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #239 holding.
  • Ladenburg Thalmann Financial Services first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2013 and has held it in 27 quarters since.
  • 225 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.