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RWA Wealth Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

RWA Wealth Partners’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
Q3 		– Sell
-1,000
Closed -$44K – 530
2018
Q2 		$44K Buy
+1,000
New +$42.6K ﹤0.01% 433

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
TI
TTP Investments San Jose, California $247M AUM 74.49% 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
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

RWA Wealth Partners's MOAT Position: Q3 2018 in Review

RWA Wealth Partners sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2018, closing a stake of 1,000 shares — an estimated $44K sold.

RWA Wealth Partners first reported a position in MOAT in Q2 2018 and held it in 1 quarter. The position peaked at $44K in Q2 2018. 131 funds tracked by Wall St. Rank hold MOAT as of Q3 2018.

  • RWA Wealth Partners reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 1,000 VanEck Morningstar Wide Moat ETF shares in Q3 2018, an estimated $44K.
  • RWA Wealth Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2018 and held it in 1 quarter.
  • RWA Wealth Partners's VanEck Morningstar Wide Moat ETF position peaked at $44K in Q2 2018.
  • 131 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.