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Bedlam Asset Management’s Morningstar MORN Stock Holding History

Bedlam Asset 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
2013
Q3 		– Sell
-162,880
Closed -$8.77M – 23
2013
Q2 		$8.77M Buy
+162,880
New +$11.3M 6.56% 9

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RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BAMCO Inc
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KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCP
TAMRO Capital Partners Alexandria, Virginia $369M AUM 1.2% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bedlam Asset Management's MORN Position: Q3 2013 in Review

Bedlam Asset Management sold out of Morningstar (MORN) in Q3 2013, closing a stake of 162,880 shares — an estimated $8.77M sold.

Bedlam Asset Management first reported a position in MORN in Q2 2013 and held it in 1 quarter. The position peaked at $8.77M in Q2 2013. 135 funds tracked by Wall St. Rank hold MORN as of Q3 2013.

  • Bedlam Asset Management reported no remaining Morningstar position as of Q3 2013 after selling out during the quarter.
  • Bedlam Asset Management sold 162,880 Morningstar shares in Q3 2013, an estimated $8.77M.
  • Bedlam Asset Management first reported a position in Morningstar in Q2 2013 and held it in 1 quarter.
  • Bedlam Asset Management's Morningstar position peaked at $8.77M in Q2 2013.
  • 135 funds tracked by Wall St. Rank held Morningstar as of Q3 2013.

Based on Bedlam Asset Management's 13F filing for Q3 2013, filed 14 Nov 2013.