PCM
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Pennsylvania Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Pennsylvania Capital Management’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
Q3 		– Sell
-22,717
Closed -$1.19M – 102
2020
Q2 		$1.19M Buy
+22,717
New +$1.13M 0.63% 35

Other funds holding MOAT

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Morgan Stanley
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
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pennsylvania Capital Management's MOAT Position: Q3 2020 in Review

Pennsylvania Capital Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2020, closing a stake of 22,717 shares — an estimated $1.19M sold.

Pennsylvania Capital Management first reported a position in MOAT in Q2 2020 and held it in 1 quarter. The position peaked at $1.19M in Q2 2020. 226 funds tracked by Wall St. Rank hold MOAT as of Q3 2020.

  • Pennsylvania Capital Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2020 after selling out during the quarter.
  • Pennsylvania Capital Management sold 22,717 VanEck Morningstar Wide Moat ETF shares in Q3 2020, an estimated $1.19M.
  • Pennsylvania Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2020 and held it in 1 quarter.
  • Pennsylvania Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $1.19M in Q2 2020.
  • 226 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2020.

Based on Pennsylvania Capital Management's 13F filing for Q3 2020, filed 7 Oct 2020.