BlackRock Advisors’s Morningstar MORN Stock Holding History

BlackRock 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
2016 Q4	$788K	Buy	10,715 +777	+8%	+$57.1K	﹤0.01%	1971
2016 Q3	$788K	Buy	9,938 +311	+3%	+$25.6K	﹤0.01%	1941
2016 Q2	$787K	Buy	9,627 +602	+7%	+$50.3K	﹤0.01%	1879
2016 Q1	$797K	Sell	9,025 -276	-3%	-$22K	﹤0.01%	1851
2015 Q4	$748K	Buy	9,301 +4,919	+112%	+$399K	﹤0.01%	1870
2015 Q3	$352K	Buy	4,382 +1,457	+50%	+$119K	﹤0.01%	2428
2015 Q2	$233K	Sell	2,925 -1,992	-41%	-$153K	﹤0.01%	2716
2015 Q1	$368K	Buy	4,917 +1,992	+68%	+$141K	﹤0.01%	2313
2014 Q4	$189K	Sell	2,925 -152	-5%	-$10.1K	﹤0.01%	2661
2014 Q3	$209K	Sell	3,077 -247	-7%	-$16.9K	﹤0.01%	2579
2014 Q2	$239K	Hold	3,324	–	–	﹤0.01%	2523
2014 Q1	$263K	Buy	3,324 +162	+5%	+$12.9K	﹤0.01%	2492
2013 Q4	$247K	Buy	3,162 +230	+8%	+$18.3K	﹤0.01%	2529
2013 Q3	$232K	Sell	2,932 -192	-6%	-$14.8K	﹤0.01%	2447
2013 Q2	$242K	Buy	+3,124	New	+$216K	﹤0.01%	2362

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

EIP

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock Advisors's MORN Position: Q4 2016 in Review

BlackRock Advisors increased its Morningstar (MORN) stake by 7.8% in Q4 2016, buying an estimated $57.1K and bringing the position to 10,715 shares worth $788K. The position accounts for ﹤0.01% of the portfolio, ranked #1971.

BlackRock Advisors first reported a position in MORN in Q2 2013 and has held it in 15 quarters since. The position peaked at $797K in Q1 2016. 171 funds tracked by Wall St. Rank hold MORN as of Q4 2016.

BlackRock Advisors held 10,715 shares of Morningstar worth $788K as of Q4 2016.
BlackRock Advisors bought 777 Morningstar shares in Q4 2016, an estimated $57.1K.
Morningstar made up ﹤0.01% of BlackRock Advisors's portfolio in Q4 2016, its #1971 holding.
BlackRock Advisors first reported a position in Morningstar in Q2 2013 and has held it in 15 quarters since.
BlackRock Advisors's Morningstar position peaked at $797K in Q1 2016.
171 funds tracked by Wall St. Rank held Morningstar as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.