AIM
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Advantage Investment Management’s Morningstar MORN Stock Holding History

Advantage Investment Management’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-100
Closed -$8K – 1099
2017
Q1 		$8K Hold
100
– – ﹤0.01% 728
2016
Q4 		$7K Hold
100
– – ﹤0.01% 700
2016
Q3 		$8K Hold
100
– – ﹤0.01% 657
2016
Q2 		$8K Hold
100
– – ﹤0.01% 635
2016
Q1 		$9K Buy
+100
New +$7.97K ﹤0.01% 577
2015
Q2 		– Sell
-100
Closed -$7K – 891
2015
Q1 		$7K Hold
100
– – ﹤0.01% 647
2014
Q4 		$6K Buy
+100
New +$6.62K ﹤0.01% 599

Other funds holding MORN

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Advantage Investment Management's MORN Position: Q2 2017 in Review

Advantage Investment Management sold out of Morningstar (MORN) in Q2 2017, closing a stake of 100 shares — an estimated $8K sold.

Advantage Investment Management first reported a position in MORN in Q4 2014 and held it in 7 quarters. The position peaked at $9K in Q1 2016. 147 funds tracked by Wall St. Rank hold MORN as of Q2 2017.

  • Advantage Investment Management reported no remaining Morningstar position as of Q2 2017 after selling out during the quarter.
  • Advantage Investment Management sold 100 Morningstar shares in Q2 2017, an estimated $8K.
  • Advantage Investment Management first reported a position in Morningstar in Q4 2014 and held it in 7 quarters.
  • Advantage Investment Management's Morningstar position peaked at $9K in Q1 2016.
  • 147 funds tracked by Wall St. Rank held Morningstar as of Q2 2017.

Based on Advantage Investment Management's 13F filing for Q2 2017, filed 14 Aug 2017.