C Partners Holding’s Morningstar MORN Stock Holding History

C Partners Holding’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
2018 Q4	–	Sell	-876	Closed	-$110K	–	153
2018 Q3	$110K	Sell	876 -1,159	-57%	-$156K	0.04%	211
2018 Q2	$261K	Sell	2,035 -282	-12%	-$32.2K	0.1%	35
2018 Q1	$221K	Sell	2,317 -763	-25%	-$73.4K	0.09%	102
2017 Q4	$299K	Buy	+3,080	New	+$277K	0.12%	47

Other funds holding MORN

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

C Partners Holding's MORN Position: Q4 2018 in Review

C Partners Holding sold out of Morningstar (MORN) in Q4 2018, closing a stake of 876 shares — an estimated $110K sold.

C Partners Holding first reported a position in MORN in Q4 2017 and held it in 4 quarters. The position peaked at $299K in Q4 2017. 222 funds tracked by Wall St. Rank hold MORN as of Q4 2018.

C Partners Holding reported no remaining Morningstar position as of Q4 2018 after selling out during the quarter.
C Partners Holding sold 876 Morningstar shares in Q4 2018, an estimated $110K.
C Partners Holding first reported a position in Morningstar in Q4 2017 and held it in 4 quarters.
C Partners Holding's Morningstar position peaked at $299K in Q4 2017.
222 funds tracked by Wall St. Rank held Morningstar as of Q4 2018.

Based on C Partners Holding's 13F filing for Q4 2018, filed 7 Feb 2019.