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

Wealthcare Capital Management’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
2015 Q2	–	Sell	-477	Closed	-$14K	–	688
2015 Q1	$14K	Buy	+477	New	+$14.4K	﹤0.01%	456

Other funds holding MOAT

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

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

PNAA

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthcare Capital Management's MOAT Position: Q2 2015 in Review

Wealthcare Capital Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2015, closing a stake of 477 shares — an estimated $14K sold.

Wealthcare Capital Management first reported a position in MOAT in Q1 2015 and held it in 1 quarter. The position peaked at $14K in Q1 2015. 70 funds tracked by Wall St. Rank hold MOAT as of Q2 2015.

Wealthcare Capital Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2015 after selling out during the quarter.
Wealthcare Capital Management sold 477 VanEck Morningstar Wide Moat ETF shares in Q2 2015, an estimated $14K.
Wealthcare Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2015 and held it in 1 quarter.
Wealthcare Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $14K in Q1 2015.
70 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.