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Psagot Value Holdings’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Psagot Value Holdings’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
2015
Q2 		– Sell
-202
Closed -$6K – 374
2015
Q1 		$6K Buy
+202
New +$6.1K ﹤0.01% 342

Other funds holding MOAT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 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
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Psagot Value Holdings's MOAT Position: Q2 2015 in Review

Psagot Value Holdings sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2015, closing a stake of 202 shares — an estimated $6K sold.

Psagot Value Holdings first reported a position in MOAT in Q1 2015 and held it in 1 quarter. The position peaked at $6K in Q1 2015. 70 funds tracked by Wall St. Rank hold MOAT as of Q2 2015.

  • Psagot Value Holdings reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2015 after selling out during the quarter.
  • Psagot Value Holdings sold 202 VanEck Morningstar Wide Moat ETF shares in Q2 2015, an estimated $6K.
  • Psagot Value Holdings first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2015 and held it in 1 quarter.
  • Psagot Value Holdings's VanEck Morningstar Wide Moat ETF position peaked at $6K in Q1 2015.
  • 70 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2015.

Based on Psagot Value Holdings's 13F filing for Q2 2015, filed 13 Aug 2015.