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Lenox Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Lenox Wealth Advisors’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
-53
Closed -$3K – 652
2020
Q3 		$3K Buy
+53
New +$2.9K ﹤0.01% 484

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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 $1.2B AUM 20.2% 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

Lenox Wealth Advisors's MOAT Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2020, closing a stake of 53 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in MOAT in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 256 funds tracked by Wall St. Rank hold MOAT as of Q4 2020.

  • Lenox Wealth Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 53 VanEck Morningstar Wide Moat ETF shares in Q4 2020, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2020 and held it in 1 quarter.
  • Lenox Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $3K in Q3 2020.
  • 256 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.