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

Lindbrook Capital’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 Q1	–	Sell	-160	Closed	-$9K	–	1790
2019 Q4	$9K	Hold	160	–	–	﹤0.01%	951
2019 Q3	$8K	Buy	+160	New	+$7.84K	﹤0.01%	958

Other funds holding MOAT

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

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

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RJFSA

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

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Lindbrook Capital's MOAT Position: Q1 2020 in Review

Lindbrook Capital sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2020, closing a stake of 160 shares — an estimated $9K sold.

Lindbrook Capital first reported a position in MOAT in Q3 2019 and held it in 2 quarters. The position peaked at $9K in Q4 2019. 212 funds tracked by Wall St. Rank hold MOAT as of Q1 2020.

Lindbrook Capital reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2020 after selling out during the quarter.
Lindbrook Capital sold 160 VanEck Morningstar Wide Moat ETF shares in Q1 2020, an estimated $9K.
Lindbrook Capital first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2019 and held it in 2 quarters.
Lindbrook Capital's VanEck Morningstar Wide Moat ETF position peaked at $9K in Q4 2019.
212 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2020.

Based on Lindbrook Capital's 13F filing for Q1 2020, filed 22 Apr 2020.