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Checchi Capital Advisers’s Morningstar MORN Stock Holding History

Checchi Capital Advisers’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
Q3 		– Sell
-202
Closed -$17K – 897
2016
Q2 		$17K Buy
202
+19
+10% +$1.59K ﹤0.01% 1198
2016
Q1 		$16K Buy
+183
New +$14.6K ﹤0.01% 1220

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 $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Checchi Capital Advisers's MORN Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Morningstar (MORN) in Q3 2016, closing a stake of 202 shares — an estimated $17K sold.

Checchi Capital Advisers first reported a position in MORN in Q1 2016 and held it in 2 quarters. The position peaked at $17K in Q2 2016. 172 funds tracked by Wall St. Rank hold MORN as of Q3 2016.

  • Checchi Capital Advisers reported no remaining Morningstar position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 202 Morningstar shares in Q3 2016, an estimated $17K.
  • Checchi Capital Advisers first reported a position in Morningstar in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's Morningstar position peaked at $17K in Q2 2016.
  • 172 funds tracked by Wall St. Rank held Morningstar as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.