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SWS Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

SWS Partners’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
Q1 		– Sell
-498
Closed -$21.6K – 221
2017
Q4 		$21K Buy
+498
New +$20.6K 0.02% 225

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

SWS Partners's MOAT Position: Q1 2018 in Review

SWS Partners sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2018, closing a stake of 498 shares — an estimated $21.6K sold.

SWS Partners first reported a position in MOAT in Q4 2017 and held it in 1 quarter. The position peaked at $21K in Q4 2017. 134 funds tracked by Wall St. Rank hold MOAT as of Q1 2018.

  • SWS Partners reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2018 after selling out during the quarter.
  • SWS Partners sold 498 VanEck Morningstar Wide Moat ETF shares in Q1 2018, an estimated $21.6K.
  • SWS Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2017 and held it in 1 quarter.
  • SWS Partners's VanEck Morningstar Wide Moat ETF position peaked at $21K in Q4 2017.
  • 134 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2018.

Based on SWS Partners's 13F filing for Q1 2018, filed 15 May 2018.