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Bellwether Investment Group’s Morningstar MORN Stock Holding History

Bellwether Investment Group’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
-80
Closed -$6K – 400
2017
Q1 		$6K Sell
80
-16
-17% -$1.24K 0.02% 588
2016
Q4 		$7K Buy
+96
New +$7.06K 0.01% 728

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 $33.1B AUM 11.16% 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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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

Bellwether Investment Group's MORN Position: Q2 2017 in Review

Bellwether Investment Group sold out of Morningstar (MORN) in Q2 2017, closing a stake of 80 shares — an estimated $6K sold.

Bellwether Investment Group first reported a position in MORN in Q4 2016 and held it in 2 quarters. The position peaked at $7K in Q4 2016. 147 funds tracked by Wall St. Rank hold MORN as of Q2 2017.

  • Bellwether Investment Group reported no remaining Morningstar position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 80 Morningstar shares in Q2 2017, an estimated $6K.
  • Bellwether Investment Group first reported a position in Morningstar in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Morningstar position peaked at $7K in Q4 2016.
  • 147 funds tracked by Wall St. Rank held Morningstar as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.