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McKinley Carter Wealth Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

McKinley Carter Wealth Services’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
-1,350
Closed -$56K – 296
2018
Q1 		$56K Buy
+1,350
New +$58.6K 0.02% 251

Other funds holding MOAT

Morgan Stanley
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
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
TI
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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

McKinley Carter Wealth Services's MOAT Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2018, closing a stake of 1,350 shares — an estimated $56K sold.

McKinley Carter Wealth Services first reported a position in MOAT in Q1 2018 and held it in 1 quarter. The position peaked at $56K in Q1 2018. 128 funds tracked by Wall St. Rank hold MOAT as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 1,350 VanEck Morningstar Wide Moat ETF shares in Q2 2018, an estimated $56K.
  • McKinley Carter Wealth Services first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's VanEck Morningstar Wide Moat ETF position peaked at $56K in Q1 2018.
  • 128 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.