Rowland Carmichael Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Rowland Carmichael Advisors’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
2020 Q4	$177K	Hold	2,860	–	–	0.06%	300
2020 Q3	$156K	Hold	2,860	–	–	0.06%	278
2020 Q2	$149K	Hold	2,860	–	–	0.06%	269
2020 Q1	$125K	Buy	+2,860	New	+$147K	0.06%	249
2019 Q4	–	Sell	-2,860	Closed	-$143K	–	361
2019 Q3	$143K	Hold	2,860	–	–	0.05%	280
2019 Q2	$137K	Hold	2,860	–	–	0.05%	268
2019 Q1	$133K	Hold	2,860	–	–	0.05%	260
2018 Q4	$118K	Buy	+2,860	New	+$127K	0.05%	233

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Rowland Carmichael Advisors's MOAT Position: Q4 2020 in Review

Rowland Carmichael Advisors held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q4 2020 at 2,860 shares worth $177K. The position accounts for 0.06% of the portfolio, ranked #300.

Rowland Carmichael Advisors first reported a position in MOAT in Q4 2018 and has held it in 8 quarters since. 256 funds tracked by Wall St. Rank hold MOAT as of Q4 2020.

Rowland Carmichael Advisors held 2,860 shares of VanEck Morningstar Wide Moat ETF worth $177K as of Q4 2020.
Rowland Carmichael Advisors left its VanEck Morningstar Wide Moat ETF share count unchanged in Q4 2020.
VanEck Morningstar Wide Moat ETF made up 0.06% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #300 holding.
Rowland Carmichael Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2018 and has held it in 8 quarters since.
256 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.