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Pinkerton Retirement Specialists’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Pinkerton Retirement Specialists’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
-614
Closed -$24K – 176
2017
Q2 		$24K Buy
+614
New +$23.6K 0.01% 92

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pinkerton Retirement Specialists's MOAT Position: Q3 2017 in Review

Pinkerton Retirement Specialists sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2017, closing a stake of 614 shares — an estimated $24K sold.

Pinkerton Retirement Specialists first reported a position in MOAT in Q2 2017 and held it in 1 quarter. The position peaked at $24K in Q2 2017. 99 funds tracked by Wall St. Rank hold MOAT as of Q3 2017.

  • Pinkerton Retirement Specialists reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2017 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 614 VanEck Morningstar Wide Moat ETF shares in Q3 2017, an estimated $24K.
  • Pinkerton Retirement Specialists first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2017 and held it in 1 quarter.
  • Pinkerton Retirement Specialists's VanEck Morningstar Wide Moat ETF position peaked at $24K in Q2 2017.
  • 99 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2017.

Based on Pinkerton Retirement Specialists's 13F filing for Q3 2017, filed 14 Nov 2017.