Loring Wolcott & Coolidge Fiduciary Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021 Q3	–	Sell	-1,404	Closed	-$104K	–	871
2021 Q2	$104K	Buy	+1,404	New	+$102K	﹤0.01%	394

Other funds holding MOAT

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MOAT Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2021, closing a stake of 1,404 shares — an estimated $104K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MOAT in Q2 2021 and held it in 1 quarter. The position peaked at $104K in Q2 2021. 308 funds tracked by Wall St. Rank hold MOAT as of Q3 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,404 VanEck Morningstar Wide Moat ETF shares in Q3 2021, an estimated $104K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2021 and held it in 1 quarter.
Loring Wolcott & Coolidge Fiduciary Advisors's VanEck Morningstar Wide Moat ETF position peaked at $104K in Q2 2021.
308 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.