MYCIO Wealth Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

MYCIO Wealth Partners’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
2020 Q1	–	Sell	-500	Closed	-$27K	–	255
2019 Q4	$27K	Hold	500	–	–	﹤0.01%	419
2019 Q3	$25K	Buy	+500	New	+$24.5K	﹤0.01%	394
2016 Q4	–	Sell	-500	Closed	-$17K	–	478
2016 Q3	$17K	Hold	500	–	–	﹤0.01%	493
2016 Q2	$16K	Hold	500	–	–	﹤0.01%	488
2016 Q1	$15K	Hold	500	–	–	﹤0.01%	474
2015 Q4	$14K	Hold	500	–	–	﹤0.01%	490
2015 Q3	$14K	Hold	500	–	–	﹤0.01%	517
2015 Q2	$15K	Buy	+500	New	+$15.6K	﹤0.01%	469

Other funds holding MOAT

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SWA

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

MYCIO Wealth Partners's MOAT Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2020, closing a stake of 500 shares — an estimated $27K sold.

MYCIO Wealth Partners first reported a position in MOAT in Q2 2015 and held it in 8 quarters. The position peaked at $27K in Q4 2019. 212 funds tracked by Wall St. Rank hold MOAT as of Q1 2020.

MYCIO Wealth Partners reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 500 VanEck Morningstar Wide Moat ETF shares in Q1 2020, an estimated $27K.
MYCIO Wealth Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2015 and held it in 8 quarters.
MYCIO Wealth Partners's VanEck Morningstar Wide Moat ETF position peaked at $27K in Q4 2019.
212 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.