Sutton Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-612	Closed	-$25.2K	–	1202
2018 Q4	$25.2K	Hold	612	–	–	0.02%	447
2018 Q3	$28.6K	Buy	+612	New	+$27.9K	0.02%	457
2018 Q2	–	Sell	-100	Closed	-$4.15K	–	1150
2018 Q1	$4.15K	Hold	100	–	–	﹤0.01%	940
2017 Q4	$4.25K	Hold	100	–	–	﹤0.01%	907
2017 Q3	$4.03K	Hold	100	–	–	﹤0.01%	895
2017 Q2	$3.96K	Hold	100	–	–	﹤0.01%	906
2017 Q1	$3.75K	Hold	100	–	–	﹤0.01%	880
2016 Q4	$3.48K	Hold	100	–	–	﹤0.01%	883
2016 Q3	$3.41K	Buy	+100	New	+$3.41K	﹤0.01%	880

Other funds holding MOAT

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

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

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

OIA

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

RJFSA

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

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

Sutton Wealth Advisors's MOAT Position: Q1 2019 in Review

Sutton Wealth Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2019, closing a stake of 612 shares — an estimated $25.2K sold.

Sutton Wealth Advisors first reported a position in MOAT in Q3 2016 and held it in 9 quarters. The position peaked at $28.6K in Q3 2018. 173 funds tracked by Wall St. Rank hold MOAT as of Q1 2019.

Sutton Wealth Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2019 after selling out during the quarter.
Sutton Wealth Advisors sold 612 VanEck Morningstar Wide Moat ETF shares in Q1 2019, an estimated $25.2K.
Sutton Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2016 and held it in 9 quarters.
Sutton Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $28.6K in Q3 2018.
173 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2019.

Based on Sutton Wealth Advisors's 13F filing for Q1 2019, filed 6 Nov 2023.