People's United Financial’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

People's United Financial’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
2017 Q3	–	Sell	-180	Closed	-$7K	–	773
2017 Q2	$7K	Hold	180	–	–	﹤0.01%	936
2017 Q1	$7K	Hold	180	–	–	﹤0.01%	922
2016 Q4	$6K	Hold	180	–	–	﹤0.01%	913
2016 Q3	$6K	Buy	+180	New	+$6.14K	﹤0.01%	779
2016 Q2	–	Sell	-180	Closed	-$6K	–	902
2016 Q1	$6K	Hold	180	–	–	﹤0.01%	758
2015 Q4	$5K	Hold	180	–	–	﹤0.01%	778
2015 Q3	$5K	Hold	180	–	–	﹤0.01%	766
2015 Q2	$6K	Hold	180	–	–	﹤0.01%	732
2015 Q1	$5K	Hold	180	–	–	﹤0.01%	740
2014 Q4	$6K	Buy	+180	New	+$5.64K	﹤0.01%	726
2014 Q1	–	Sell	-180	Closed	-$5K	–	799
2013 Q4	$5K	Buy	+180	New	+$5K	﹤0.01%	724

Other funds holding MOAT

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return

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

People's United Financial's MOAT Position: Q3 2017 in Review

People's United Financial sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2017, closing a stake of 180 shares — an estimated $7K sold.

People's United Financial first reported a position in MOAT in Q4 2013 and held it in 11 quarters. The position peaked at $7K in Q2 2017. 99 funds tracked by Wall St. Rank hold MOAT as of Q3 2017.

People's United Financial reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2017 after selling out during the quarter.
People's United Financial sold 180 VanEck Morningstar Wide Moat ETF shares in Q3 2017, an estimated $7K.
People's United Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2013 and held it in 11 quarters.
People's United Financial's VanEck Morningstar Wide Moat ETF position peaked at $7K in Q2 2017.
99 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2017.

Based on People's United Financial's 13F filing for Q3 2017, filed 13 Nov 2017.