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Optimum Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Optimum Investment Advisors’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
-305
Closed -$17K – 915
2019
Q4 		$17K Hold
305
– – 0.01% 701
2019
Q3 		$15K Buy
+305
New +$15K ﹤0.01% 723

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
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

Optimum Investment Advisors's MOAT Position: Q1 2020 in Review

Optimum Investment Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2020, closing a stake of 305 shares — an estimated $17K sold.

Optimum Investment Advisors first reported a position in MOAT in Q3 2019 and held it in 2 quarters. The position peaked at $17K in Q4 2019. 212 funds tracked by Wall St. Rank hold MOAT as of Q1 2020.

  • Optimum Investment Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 305 VanEck Morningstar Wide Moat ETF shares in Q1 2020, an estimated $17K.
  • Optimum Investment Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2019 and held it in 2 quarters.
  • Optimum Investment Advisors's VanEck Morningstar Wide Moat ETF position peaked at $17K in Q4 2019.
  • 212 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2020.

Based on Optimum Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.