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Legacy Capital Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Legacy Capital Partners’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
2020
Q4 		– Sell
-12,169
Closed -$664K – 140
2020
Q3 		$664K Buy
12,169
+49
+0.4% +$2.68K 0.27% 77
2020
Q2 		$633K Sell
12,120
-921
-7% -$45.9K 0.27% 76
2020
Q1 		$570K Buy
+13,041
New +$670K 0.28% 74

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Legacy Capital Partners's MOAT Position: Q4 2020 in Review

Legacy Capital Partners sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2020, closing a stake of 12,169 shares — an estimated $664K sold.

Legacy Capital Partners first reported a position in MOAT in Q1 2020 and held it in 3 quarters. The position peaked at $664K in Q3 2020. 256 funds tracked by Wall St. Rank hold MOAT as of Q4 2020.

  • Legacy Capital Partners reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2020 after selling out during the quarter.
  • Legacy Capital Partners sold 12,169 VanEck Morningstar Wide Moat ETF shares in Q4 2020, an estimated $664K.
  • Legacy Capital Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2020 and held it in 3 quarters.
  • Legacy Capital Partners's VanEck Morningstar Wide Moat ETF position peaked at $664K in Q3 2020.
  • 256 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2020.

Based on Legacy Capital Partners's 13F filing for Q4 2020, filed 2 Feb 2021.