Marino Stram & Associates’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Marino Stram & Associates’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
2018 Q2	–	Sell	-464	Closed	–	–	510
2018 Q1	$0	Buy	+464	New	+$20.1K	﹤0.01%	483

Other funds holding MOAT

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

SWA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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 $377B AUM 19.32% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Marino Stram & Associates's MOAT Position: Q2 2018 in Review

Marino Stram & Associates sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2018, closing a stake of 464 shares.

Marino Stram & Associates first reported a position in MOAT in Q1 2018 and held it in 1 quarter. The position peaked at $0 in Q1 2018. 128 funds tracked by Wall St. Rank hold MOAT as of Q2 2018.

Marino Stram & Associates reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2018 after selling out during the quarter.
Marino Stram & Associates sold 464 VanEck Morningstar Wide Moat ETF shares in Q2 2018.
Marino Stram & Associates first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2018 and held it in 1 quarter.
Marino Stram & Associates's VanEck Morningstar Wide Moat ETF position peaked at $0 in Q1 2018.
128 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2018.

Based on Marino Stram & Associates's 13F filing for Q2 2018, filed 14 Aug 2018.