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Portfolio Solutions’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Portfolio Solutions’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
2018
Q2 		– Sell
-205
Closed -$9K – 124
2018
Q1 		$9K Hold
205
– – ﹤0.01% 129
2017
Q4 		$9K Hold
205
– – ﹤0.01% 125
2017
Q3 		$8K Hold
205
– – ﹤0.01% 129
2017
Q2 		$8K Hold
205
– – ﹤0.01% 119
2017
Q1 		$8K Buy
+205
New +$7.55K ﹤0.01% 140

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 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
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Portfolio Solutions's MOAT Position: Q2 2018 in Review

Portfolio Solutions sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2018, closing a stake of 205 shares — an estimated $9K sold.

Portfolio Solutions first reported a position in MOAT in Q1 2017 and held it in 5 quarters. The position peaked at $9K in Q1 2018. 128 funds tracked by Wall St. Rank hold MOAT as of Q2 2018.

  • Portfolio Solutions reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2018 after selling out during the quarter.
  • Portfolio Solutions sold 205 VanEck Morningstar Wide Moat ETF shares in Q2 2018, an estimated $9K.
  • Portfolio Solutions first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2017 and held it in 5 quarters.
  • Portfolio Solutions's VanEck Morningstar Wide Moat ETF position peaked at $9K in Q1 2018.
  • 128 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2018.

Based on Portfolio Solutions's 13F filing for Q2 2018, filed 13 Jul 2018.