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United Asset Strategies’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

United Asset Strategies’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
2014
Q2 		– Sell
-16,435
Closed -$356K – 127
2014
Q1 		$356K Buy
+16,435
New +$471K 0.2% 79

Other funds holding MOAT

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

United Asset Strategies's MOAT Position: Q2 2014 in Review

United Asset Strategies sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2014, closing a stake of 16,435 shares — an estimated $356K sold.

United Asset Strategies first reported a position in MOAT in Q1 2014 and held it in 1 quarter. The position peaked at $356K in Q1 2014. 56 funds tracked by Wall St. Rank hold MOAT as of Q2 2014.

  • United Asset Strategies reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2014 after selling out during the quarter.
  • United Asset Strategies sold 16,435 VanEck Morningstar Wide Moat ETF shares in Q2 2014, an estimated $356K.
  • United Asset Strategies first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2014 and held it in 1 quarter.
  • United Asset Strategies's VanEck Morningstar Wide Moat ETF position peaked at $356K in Q1 2014.
  • 56 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2014.

Based on United Asset Strategies's 13F filing for Q2 2014, filed 14 Aug 2014.