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

Waterloo Capital’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	$517K	Buy	+11,829	New	+$608K	0.37%	65

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Waterloo Capital's MOAT Position: Q1 2020 in Review

Waterloo Capital opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2020: 11,829 shares worth $517K. The stake represents 0.37% of the portfolio and ranks #65 among its holdings.

212 funds tracked by Wall St. Rank hold MOAT as of Q1 2020.

Waterloo Capital held 11,829 shares of VanEck Morningstar Wide Moat ETF worth $517K as of Q1 2020.
VanEck Morningstar Wide Moat ETF was a new Waterloo Capital position in Q1 2020.
VanEck Morningstar Wide Moat ETF made up 0.37% of Waterloo Capital's portfolio in Q1 2020, its #65 holding.
212 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2020.

Based on Waterloo Capital's 13F filing for Q1 2020, filed 1 Jun 2020.