Royal Fund Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Royal Fund Management’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 Q2	–	Sell	-934	Closed	-$40K	–	399
2020 Q1	$40K	Buy	934 +144	+18%	+$7.4K	0.02%	243
2019 Q4	$43K	Buy	790 +7	+0.9%	+$370	0.01%	257
2019 Q3	$39K	Hold	783	–	–	0.01%	257
2019 Q2	$37K	Hold	783	–	–	0.01%	253
2019 Q1	$36K	Buy	783 +178	+29%	+$8.04K	0.01%	237
2018 Q4	$24K	Hold	605	–	–	0.01%	245
2018 Q3	$28K	Buy	605 +99	+20%	+$4.52K	0.01%	241
2018 Q2	$22K	Hold	506	–	–	0.01%	278
2018 Q1	$20K	Hold	506	–	–	0.01%	279
2017 Q4	$21K	Buy	506 +7	+1%	+$289	0.01%	286
2017 Q3	$20K	Hold	499	–	–	0.01%	245
2017 Q2	$19K	Hold	499	–	–	0.01%	225
2017 Q1	$18K	Hold	499	–	–	0.01%	225
2016 Q4	$17K	Buy	+499	New	+$17.2K	0.01%	215

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

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

RJA

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Fund Management's MOAT Position: Q2 2020 in Review

Royal Fund Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2020, closing a stake of 934 shares — an estimated $40K sold.

Royal Fund Management first reported a position in MOAT in Q4 2016 and held it in 14 quarters. The position peaked at $43K in Q4 2019. 229 funds tracked by Wall St. Rank hold MOAT as of Q2 2020.

Royal Fund Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2020 after selling out during the quarter.
Royal Fund Management sold 934 VanEck Morningstar Wide Moat ETF shares in Q2 2020, an estimated $40K.
Royal Fund Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2016 and held it in 14 quarters.
Royal Fund Management's VanEck Morningstar Wide Moat ETF position peaked at $43K in Q4 2019.
229 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.