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Contravisory Investment Management’s Morningstar MORN Stock Holding History

Contravisory Investment Management’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 		– Sell
-1,538
Closed -$122K – 315
2016
Q3 		$122K Hold
1,538
– – 0.04% 83
2016
Q2 		$126K Hold
1,538
– – 0.04% 84
2016
Q1 		$136K Buy
+1,538
New +$123K 0.04% 85

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Vanguard Group
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 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
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Contravisory Investment Management's MORN Position: Q4 2016 in Review

Contravisory Investment Management sold out of Morningstar (MORN) in Q4 2016, closing a stake of 1,538 shares — an estimated $122K sold.

Contravisory Investment Management first reported a position in MORN in Q1 2016 and held it in 3 quarters. The position peaked at $136K in Q1 2016. 171 funds tracked by Wall St. Rank hold MORN as of Q4 2016.

  • Contravisory Investment Management reported no remaining Morningstar position as of Q4 2016 after selling out during the quarter.
  • Contravisory Investment Management sold 1,538 Morningstar shares in Q4 2016, an estimated $122K.
  • Contravisory Investment Management first reported a position in Morningstar in Q1 2016 and held it in 3 quarters.
  • Contravisory Investment Management's Morningstar position peaked at $136K in Q1 2016.
  • 171 funds tracked by Wall St. Rank held Morningstar as of Q4 2016.

Based on Contravisory Investment Management's 13F filing for Q4 2016, filed 12 Jan 2017.