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Shamrock Asset Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Shamrock Asset 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
2019
Q3 		– Sell
-428
Closed -$21K – 253
2019
Q2 		$21K Hold
428
– – 0.01% 175
2019
Q1 		$20K Buy
+428
New +$19.3K 0.02% 175

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Shamrock Asset Management's MOAT Position: Q3 2019 in Review

Shamrock Asset Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2019, closing a stake of 428 shares — an estimated $21K sold.

Shamrock Asset Management first reported a position in MOAT in Q1 2019 and held it in 2 quarters. The position peaked at $21K in Q2 2019. 178 funds tracked by Wall St. Rank hold MOAT as of Q3 2019.

  • Shamrock Asset Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2019 after selling out during the quarter.
  • Shamrock Asset Management sold 428 VanEck Morningstar Wide Moat ETF shares in Q3 2019, an estimated $21K.
  • Shamrock Asset Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2019 and held it in 2 quarters.
  • Shamrock Asset Management's VanEck Morningstar Wide Moat ETF position peaked at $21K in Q2 2019.
  • 178 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2019.

Based on Shamrock Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.