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Managed Account Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Managed Account 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
2015
Q2 		$21K Sell
671
-104
-13% -$3.25K ﹤0.01% 2792
2015
Q1 		$23K Buy
+775
New +$23.4K ﹤0.01% 2719

Other funds holding MOAT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Managed Account Advisors's MOAT Position: Q2 2015 in Review

Managed Account Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 13% in Q2 2015, selling an estimated $3.25K and leaving 671 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #2792.

Managed Account Advisors first reported a position in MOAT in Q1 2015 and has held it in 2 quarters since. The position peaked at $23K in Q1 2015. 70 funds tracked by Wall St. Rank hold MOAT as of Q2 2015.

  • Managed Account Advisors held 671 shares of VanEck Morningstar Wide Moat ETF worth $21K as of Q2 2015.
  • Managed Account Advisors sold 104 VanEck Morningstar Wide Moat ETF shares in Q2 2015, an estimated $3.25K.
  • VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Managed Account Advisors's portfolio in Q2 2015, its #2792 holding.
  • Managed Account Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2015 and has held it in 2 quarters since.
  • Managed Account Advisors's VanEck Morningstar Wide Moat ETF position peaked at $23K in Q1 2015.
  • 70 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2015.

Based on Managed Account Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.