Valley National Advisers’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Valley National Advisers’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
2016 Q1	–	Sell	-550	Closed	-$16K	–	626
2015 Q4	$16K	Buy	+550	New	+$16.4K	0.01%	328

Other funds holding MOAT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 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

KLI

Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return

RJFSA

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

Valley National Advisers's MOAT Position: Q1 2016 in Review

Valley National Advisers sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2016, closing a stake of 550 shares — an estimated $16K sold.

Valley National Advisers first reported a position in MOAT in Q4 2015 and held it in 1 quarter. The position peaked at $16K in Q4 2015. 61 funds tracked by Wall St. Rank hold MOAT as of Q1 2016.

Valley National Advisers reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2016 after selling out during the quarter.
Valley National Advisers sold 550 VanEck Morningstar Wide Moat ETF shares in Q1 2016, an estimated $16K.
Valley National Advisers first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2015 and held it in 1 quarter.
Valley National Advisers's VanEck Morningstar Wide Moat ETF position peaked at $16K in Q4 2015.
61 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2016.

Based on Valley National Advisers's 13F filing for Q1 2016, filed 21 Apr 2016.