Signet Financial Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Signet Financial 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
2018 Q4	–	Sell	-111	Closed	-$5K	–	601
2018 Q3	$5K	Hold	111	–	–	﹤0.01%	770
2018 Q2	$5K	Hold	111	–	–	﹤0.01%	716
2018 Q1	$5K	Buy	+111	New	+$4.82K	﹤0.01%	667

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 $1.2B AUM 20.2% 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

Signet Financial Management's MOAT Position: Q4 2018 in Review

Signet Financial Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2018, closing a stake of 111 shares — an estimated $5K sold.

Signet Financial Management first reported a position in MOAT in Q1 2018 and held it in 3 quarters. The position peaked at $5K in Q3 2018. 142 funds tracked by Wall St. Rank hold MOAT as of Q4 2018.

Signet Financial Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2018 after selling out during the quarter.
Signet Financial Management sold 111 VanEck Morningstar Wide Moat ETF shares in Q4 2018, an estimated $5K.
Signet Financial Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2018 and held it in 3 quarters.
Signet Financial Management's VanEck Morningstar Wide Moat ETF position peaked at $5K in Q3 2018.
142 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2018.

Based on Signet Financial Management's 13F filing for Q4 2018, filed 14 Feb 2019.