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B. Riley Wealth Advisors’s Morningstar MORN Stock Holding History

B. Riley Wealth 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
2015
Q1 		– Sell
-223
Closed -$14K – 1424
2014
Q4 		$14K Buy
+223
New +$14.8K ﹤0.01% 2704
2014
Q3 		– Sell
-251
Closed -$18K – 1398
2014
Q2 		$18K Buy
+251
New +$18.4K ﹤0.01% 1513

Other funds holding MORN

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 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
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

B. Riley Wealth Advisors's MORN Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Morningstar (MORN) in Q1 2015, closing a stake of 223 shares — an estimated $14K sold.

B. Riley Wealth Advisors first reported a position in MORN in Q2 2014 and held it in 2 quarters. The position peaked at $18K in Q2 2014. 140 funds tracked by Wall St. Rank hold MORN as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Morningstar position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 223 Morningstar shares in Q1 2015, an estimated $14K.
  • B. Riley Wealth Advisors first reported a position in Morningstar in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Morningstar position peaked at $18K in Q2 2014.
  • 140 funds tracked by Wall St. Rank held Morningstar as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.