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MOTCO’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

MOTCO’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
2019
Q1 		– Sell
-294
Closed -$12K – 544
2018
Q4 		$12K Buy
+294
New +$13.1K ﹤0.01% 441

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

MOTCO's MOAT Position: Q1 2019 in Review

MOTCO sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2019, closing a stake of 294 shares — an estimated $12K sold.

MOTCO first reported a position in MOAT in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 173 funds tracked by Wall St. Rank hold MOAT as of Q1 2019.

  • MOTCO reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2019 after selling out during the quarter.
  • MOTCO sold 294 VanEck Morningstar Wide Moat ETF shares in Q1 2019, an estimated $12K.
  • MOTCO first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2018 and held it in 1 quarter.
  • MOTCO's VanEck Morningstar Wide Moat ETF position peaked at $12K in Q4 2018.
  • 173 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2019.

Based on MOTCO's 13F filing for Q1 2019, filed 2 May 2019.