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BFA
BlackRock Fund Advisors’s
Morningstar
MORN
Stock Holding History
BlackRock Fund 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
$13M
Buy
176,767
+10,643
+6%
+$782K
﹤0.01%
2428
2016
Q3
$13.2M
Buy
166,124
+3,255
+2%
+$268K
﹤0.01%
2310
2016
Q2
$13.3M
Sell
162,869
-1,531
-0.9%
-$128K
﹤0.01%
2246
2016
Q1
$14.5M
Sell
164,400
-7,150
-4%
-$570K
﹤0.01%
2165
2015
Q4
$13.8M
Buy
171,550
+12,747
+8%
+$1.03M
﹤0.01%
2263
2015
Q3
$12.7M
Buy
158,803
+4,302
+3%
+$351K
﹤0.01%
2264
2015
Q2
$12.3M
Buy
154,501
+3,675
+2%
+$281K
﹤0.01%
2386
2015
Q1
$11.3M
Buy
150,826
+7,054
+5%
+$500K
﹤0.01%
2374
2014
Q4
$9.3M
Buy
143,772
+13,528
+10%
+$896K
﹤0.01%
2507
2014
Q3
$8.84M
Sell
130,244
-1,188
-0.9%
-$81.3K
﹤0.01%
2423
2014
Q2
$9.44M
Sell
131,432
-9,258
-7%
-$677K
﹤0.01%
2456
2014
Q1
$11.1M
Buy
140,690
+1,851
+1%
+$147K
﹤0.01%
2338
2013
Q4
$10.8M
Buy
138,839
+3,840
+3%
+$305K
﹤0.01%
2348
2013
Q3
$10.7M
Buy
134,999
+3,223
+2%
+$249K
﹤0.01%
2320
2013
Q2
$10.2M
Buy
+131,776
New
+$9.13M
﹤0.01%
2260
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
$1.47T AUM
27.86%
1-Year Est. Return
RA
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
$60.7B 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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