Catalyst Capital Advisors’s Morningstar MORN Stock Holding History

Catalyst Capital 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
2018 Q1	–	Sell	-3,650	Closed	-$354K	–	545
2017 Q4	$354K	Buy	+3,650	New	+$329K	0.01%	205
2016 Q1	–	Sell	-4,700	Closed	-$378K	–	578
2015 Q4	$378K	Buy	+4,700	New	+$381K	0.05%	200

Other funds holding MORN

ACM

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

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

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

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

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

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

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

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Catalyst Capital Advisors's MORN Position: Q1 2018 in Review

Catalyst Capital Advisors sold out of Morningstar (MORN) in Q1 2018, closing a stake of 3,650 shares — an estimated $354K sold.

Catalyst Capital Advisors first reported a position in MORN in Q4 2015 and held it in 2 quarters. The position peaked at $378K in Q4 2015. 177 funds tracked by Wall St. Rank hold MORN as of Q1 2018.

Catalyst Capital Advisors reported no remaining Morningstar position as of Q1 2018 after selling out during the quarter.
Catalyst Capital Advisors sold 3,650 Morningstar shares in Q1 2018, an estimated $354K.
Catalyst Capital Advisors first reported a position in Morningstar in Q4 2015 and held it in 2 quarters.
Catalyst Capital Advisors's Morningstar position peaked at $378K in Q4 2015.
177 funds tracked by Wall St. Rank held Morningstar as of Q1 2018.

Based on Catalyst Capital Advisors's 13F filing for Q1 2018, filed 18 May 2018.