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RegentAtlantic Capital’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

RegentAtlantic Capital’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
Q1 		– Sell
-440
Closed -$13.7K – 690
2014
Q4 		$13.7K Buy
+440
New +$13.8K ﹤0.01% 838

Other funds holding MOAT

SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RegentAtlantic Capital's MOAT Position: Q1 2015 in Review

RegentAtlantic Capital sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2015, closing a stake of 440 shares — an estimated $13.7K sold.

RegentAtlantic Capital first reported a position in MOAT in Q4 2014 and held it in 1 quarter. The position peaked at $13.7K in Q4 2014. 71 funds tracked by Wall St. Rank hold MOAT as of Q1 2015.

  • RegentAtlantic Capital reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2015 after selling out during the quarter.
  • RegentAtlantic Capital sold 440 VanEck Morningstar Wide Moat ETF shares in Q1 2015, an estimated $13.7K.
  • RegentAtlantic Capital first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2014 and held it in 1 quarter.
  • RegentAtlantic Capital's VanEck Morningstar Wide Moat ETF position peaked at $13.7K in Q4 2014.
  • 71 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.