Sage Advisory Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Sage Advisory Services’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
2019 Q2	–	Sell	-5,463	Closed	-$255K	–	54
2019 Q1	$255K	Buy	+5,463	New	+$247K	0.02%	54

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sage Advisory Services's MOAT Position: Q2 2019 in Review

Sage Advisory Services sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2019, closing a stake of 5,463 shares — an estimated $255K sold.

Sage Advisory Services first reported a position in MOAT in Q1 2019 and held it in 1 quarter. The position peaked at $255K in Q1 2019. 178 funds tracked by Wall St. Rank hold MOAT as of Q2 2019.

Sage Advisory Services reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2019 after selling out during the quarter.
Sage Advisory Services sold 5,463 VanEck Morningstar Wide Moat ETF shares in Q2 2019, an estimated $255K.
Sage Advisory Services first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2019 and held it in 1 quarter.
Sage Advisory Services's VanEck Morningstar Wide Moat ETF position peaked at $255K in Q1 2019.
178 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2019.

Based on Sage Advisory Services's 13F filing for Q2 2019, filed 26 Jul 2019.