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

Verus Capital 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 		$128K Hold
2,936
– – 0.04% 260
2019
Q4 		$161K Buy
+2,936
New +$155K 0.05% 269

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

Verus Capital Partners's MOAT Position: Q1 2020 in Review

Verus Capital Partners held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2020 at 2,936 shares worth $128K. The position accounts for 0.04% of the portfolio, ranked #260.

Verus Capital Partners first reported a position in MOAT in Q4 2019 and has held it in 2 quarters since. The position peaked at $161K in Q4 2019. 212 funds tracked by Wall St. Rank hold MOAT as of Q1 2020.

  • Verus Capital Partners held 2,936 shares of VanEck Morningstar Wide Moat ETF worth $128K as of Q1 2020.
  • Verus Capital Partners left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2020.
  • VanEck Morningstar Wide Moat ETF made up 0.04% of Verus Capital Partners's portfolio in Q1 2020, its #260 holding.
  • Verus Capital Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's VanEck Morningstar Wide Moat ETF position peaked at $161K in Q4 2019.
  • 212 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.