Apriem Advisors’s Morningstar MORN Stock Holding History

Apriem Advisors’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	-64	Closed	-$5K	–	381
2017 Q1	$5K	Hold	64	–	–	﹤0.01%	485
2016 Q4	$5K	Hold	64	–	–	﹤0.01%	504
2016 Q3	$5K	Buy	+64	New	+$5.26K	﹤0.01%	463

Other funds holding MORN

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Apriem Advisors's MORN Position: Q2 2017 in Review

Apriem Advisors sold out of Morningstar (MORN) in Q2 2017, closing a stake of 64 shares — an estimated $5K sold.

Apriem Advisors first reported a position in MORN in Q3 2016 and held it in 3 quarters. The position peaked at $5K in Q1 2017. 147 funds tracked by Wall St. Rank hold MORN as of Q2 2017.

Apriem Advisors reported no remaining Morningstar position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 64 Morningstar shares in Q2 2017, an estimated $5K.
Apriem Advisors first reported a position in Morningstar in Q3 2016 and held it in 3 quarters.
Apriem Advisors's Morningstar position peaked at $5K in Q1 2017.
147 funds tracked by Wall St. Rank held Morningstar as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.