SG Americas Securities’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

SG Americas Securities’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 Q4	–	Sell	-36,527	Closed	-$1.71M	–	3219
2018 Q3	$1.71M	Buy	+36,527	New	+$1.67M	0.01%	1284
2017 Q1	–	Sell	-12,398	Closed	-$432K	–	3458
2016 Q4	$432K	Sell	12,398 -7,300	-37%	-$251K	﹤0.01%	1793
2016 Q3	$671K	Sell	19,698 -5,400	-22%	-$184K	0.01%	1470
2016 Q2	$816K	Buy	+25,098	New	+$808K	0.01%	1433

Other funds holding MOAT

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

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

RJFSA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

SG Americas Securities's MOAT Position: Q4 2018 in Review

SG Americas Securities sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2018, closing a stake of 36,527 shares — an estimated $1.71M sold.

SG Americas Securities first reported a position in MOAT in Q2 2016 and held it in 4 quarters. The position peaked at $1.71M in Q3 2018. 142 funds tracked by Wall St. Rank hold MOAT as of Q4 2018.

SG Americas Securities reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2018 after selling out during the quarter.
SG Americas Securities sold 36,527 VanEck Morningstar Wide Moat ETF shares in Q4 2018, an estimated $1.71M.
SG Americas Securities first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2016 and held it in 4 quarters.
SG Americas Securities's VanEck Morningstar Wide Moat ETF position peaked at $1.71M in Q3 2018.
142 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2018.

Based on SG Americas Securities's 13F filing for Q4 2018, filed 1 Feb 2019.