M&R Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

M&R Capital Management’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	-300	Closed	-$16K	–	455
2020 Q3	$16K	Hold	300	–	–	﹤0.01%	326
2020 Q2	$15K	Buy	+300	New	+$14.9K	﹤0.01%	330

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $11.8B AUM 21.23% 1-Year Est. Return

RJA

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JFA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

M&R Capital Management's MOAT Position: Q4 2020 in Review

M&R Capital Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2020, closing a stake of 300 shares — an estimated $16K sold.

M&R Capital Management first reported a position in MOAT in Q2 2020 and held it in 2 quarters. The position peaked at $16K in Q3 2020. 256 funds tracked by Wall St. Rank hold MOAT as of Q4 2020.

M&R Capital Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2020 after selling out during the quarter.
M&R Capital Management sold 300 VanEck Morningstar Wide Moat ETF shares in Q4 2020, an estimated $16K.
M&R Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2020 and held it in 2 quarters.
M&R Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $16K in Q3 2020.
256 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2020.

Based on M&R Capital Management's 13F filing for Q4 2020, filed 5 Jan 2021.