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
Search
Sign in
Sign up
CCA
Conestoga Capital Advisors’s
Morningstar
MORN
Stock Holding History
Conestoga 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
2016
Q1
–
Sell
-112,355
Closed
-$9.03M
–
115
2015
Q4
$9.03M
Sell
112,355
-49,086
-30%
-$3.98M
0.73%
43
2015
Q3
$13M
Sell
161,441
-4,750
-3%
-$388K
1.04%
38
2015
Q2
$13.2M
Sell
166,191
-4,269
-3%
-$327K
0.92%
41
2015
Q1
$12.8M
Sell
170,460
-11,166
-6%
-$792K
0.87%
45
2014
Q4
$11.8M
Sell
181,626
-8,701
-5%
-$576K
0.82%
46
2014
Q3
$12.9M
Sell
190,327
-3,685
-2%
-$252K
0.94%
45
2014
Q2
$13.9M
Sell
194,012
-38,704
-17%
-$2.83M
0.93%
46
2014
Q1
$18.4M
Buy
232,716
+12,658
+6%
+$1.01M
1.16%
39
2013
Q4
$17.2M
Buy
220,058
+11,155
+5%
+$887K
1.15%
39
2013
Q3
$16.6M
Sell
208,903
-3,535
-2%
-$273K
1.42%
38
2013
Q2
$16.5M
Buy
+212,438
New
+$14.7M
1.7%
31
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
RA
Royce & Associates
New York
$10.1B AUM
42.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
ACM
Ashe Capital Management
Englewood Cliffs, New Jersey
$797M AUM
4.79%
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
EIP
Epoch Investment Partners
New York
$16.5B AUM
24.3%
1-Year Est. Return
Lazard Asset Management
New York
$60.7B AUM
22.47%
1-Year Est. Return
Sign up
Sign in
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
Theme
Close