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

Vantage Investment 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
2020
Q1 		– Sell
-5,369
Closed -$294K – 86
2019
Q4 		$294K Hold
5,369
– – 0.02% 85
2019
Q3 		$269K Buy
+5,369
New +$263K 0.03% 84

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LPL Financial
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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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Vantage Investment Partners's MOAT Position: Q1 2020 in Review

Vantage Investment Partners sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2020, closing a stake of 5,369 shares — an estimated $294K sold.

Vantage Investment Partners first reported a position in MOAT in Q3 2019 and held it in 2 quarters. The position peaked at $294K in Q4 2019. 212 funds tracked by Wall St. Rank hold MOAT as of Q1 2020.

  • Vantage Investment Partners reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2020 after selling out during the quarter.
  • Vantage Investment Partners sold 5,369 VanEck Morningstar Wide Moat ETF shares in Q1 2020, an estimated $294K.
  • Vantage Investment Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2019 and held it in 2 quarters.
  • Vantage Investment Partners's VanEck Morningstar Wide Moat ETF position peaked at $294K in Q4 2019.
  • 212 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2020.

Based on Vantage Investment Partners's 13F filing for Q1 2020, filed 28 Apr 2020.