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Winslow Evans & Crocker’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Winslow Evans & Crocker’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
Q4 		$795K Buy
12,819
+2,033
+19% +$120K 0.15% 152
2020
Q3 		$589K Sell
10,786
-2,035
-16% -$111K 0.15% 148
2020
Q2 		$669K Sell
12,821
-181
-1% -$9.01K 0.18% 123
2020
Q1 		$570K Sell
13,002
-494
-4% -$25.4K 0.19% 116
2019
Q4 		$740K Sell
13,496
-4,210
-24% -$223K 0.19% 120
2019
Q3 		$890K Buy
17,706
+9,426
+114% +$462K 0.25% 90
2019
Q2 		$398K Sell
8,280
-290
-3% -$13.7K 0.11% 201
2019
Q1 		$400K Buy
8,570
+1,244
+17% +$56.2K 0.11% 186
2018
Q4 		$302K Buy
7,326
+390
+6% +$17.3K 0.1% 206
2018
Q3 		$326K Hold
6,936
– – 0.1% 198
2018
Q2 		$304K Hold
6,936
– – 0.1% 200
2018
Q1 		$288K Hold
6,936
– – 0.09% 208
2017
Q4 		$294K Hold
6,936
– – 0.09% 207
2017
Q3 		$280K Sell
6,936
-4,000
-37% -$158K 0.09% 210
2017
Q2 		$433K Buy
10,936
+7,284
+199% +$280K 0.12% 191
2017
Q1 		$137K Buy
3,652
+1,050
+40% +$38.7K 0.04% 356
2016
Q4 		$90.6K Hold
2,602
– – 0.03% 423
2016
Q3 		$88.6K Sell
2,602
-960
-27% -$32.8K 0.03% 431
2016
Q2 		$116K Buy
3,562
+405
+13% +$13K 0.03% 355
2016
Q1 		$97.1K Sell
3,157
-543
-15% -$15.5K 0.03% 375
2015
Q4 		$107K Hold
3,700
– – 0.03% 386
2015
Q3 		$103K Buy
3,700
+436
+13% +$13.1K 0.03% 383
2015
Q2 		$100K Buy
+3,264
New +$102K 0.03% 422

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Winslow Evans & Crocker's MOAT Position: Q4 2020 in Review

Winslow Evans & Crocker increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 19% in Q4 2020, buying an estimated $120K and bringing the position to 12,819 shares worth $795K. The position accounts for 0.15% of the portfolio, ranked #152.

Winslow Evans & Crocker first reported a position in MOAT in Q2 2015 and has held it in 23 quarters since. The position peaked at $890K in Q3 2019. 256 funds tracked by Wall St. Rank hold MOAT as of Q4 2020.

  • Winslow Evans & Crocker held 12,819 shares of VanEck Morningstar Wide Moat ETF worth $795K as of Q4 2020.
  • Winslow Evans & Crocker bought 2,033 VanEck Morningstar Wide Moat ETF shares in Q4 2020, an estimated $120K.
  • VanEck Morningstar Wide Moat ETF made up 0.15% of Winslow Evans & Crocker's portfolio in Q4 2020, its #152 holding.
  • Winslow Evans & Crocker first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2015 and has held it in 23 quarters since.
  • Winslow Evans & Crocker's VanEck Morningstar Wide Moat ETF position peaked at $890K in Q3 2019.
  • 256 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.