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Measured Wealth Private Client Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Measured Wealth Private Client Group’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
Q4 		– Sell
-516
Closed -$24K – 462
2018
Q3 		$24K Buy
+516
New +$23.5K 0.01% 497

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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Measured Wealth Private Client Group's MOAT Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2018, closing a stake of 516 shares — an estimated $24K sold.

Measured Wealth Private Client Group first reported a position in MOAT in Q3 2018 and held it in 1 quarter. The position peaked at $24K in Q3 2018. 142 funds tracked by Wall St. Rank hold MOAT as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 516 VanEck Morningstar Wide Moat ETF shares in Q4 2018, an estimated $24K.
  • Measured Wealth Private Client Group first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's VanEck Morningstar Wide Moat ETF position peaked at $24K in Q3 2018.
  • 142 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.