Partners Capital Investment Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Partners Capital Investment 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
2022 Q1	–	Sell	-4,809	Closed	-$366K	–	124
2021 Q4	$366K	Buy	4,809 +1,809	+60%	+$137K	0.02%	113
2021 Q3	$220K	Buy	+3,000	New	+$226K	0.01%	109

Other funds holding MOAT

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

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

RJFSA

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Partners Capital Investment Group's MOAT Position: Q1 2022 in Review

Partners Capital Investment Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2022, closing a stake of 4,809 shares — an estimated $366K sold.

Partners Capital Investment Group first reported a position in MOAT in Q3 2021 and held it in 2 quarters. The position peaked at $366K in Q4 2021. 347 funds tracked by Wall St. Rank hold MOAT as of Q1 2022.

Partners Capital Investment Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2022 after selling out during the quarter.
Partners Capital Investment Group sold 4,809 VanEck Morningstar Wide Moat ETF shares in Q1 2022, an estimated $366K.
Partners Capital Investment Group first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2021 and held it in 2 quarters.
Partners Capital Investment Group's VanEck Morningstar Wide Moat ETF position peaked at $366K in Q4 2021.
347 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2022.

Based on Partners Capital Investment Group's 13F filing for Q1 2022, filed 16 May 2022.