Cutler Group’s Morningstar MORN Stock Holding History

Cutler Group’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	-800	Closed	-$5K	–	7112
2016 Q2	$5K	Sell	800 -900	-53%	-$75.2K	﹤0.01%	4945
2016 Q1	$14K	Buy	+1,700	New	+$136K	﹤0.01%	3686

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Cutler Group's MORN Position: Q2 2017 in Review

Cutler Group sold out of Morningstar (MORN) in Q2 2017, closing a stake of 122 shares — an estimated $9K sold.

Cutler Group first reported a position in MORN in Q3 2016 and held it in 3 quarters. The position peaked at $59K in Q4 2016. 147 funds tracked by Wall St. Rank hold MORN as of Q2 2017.

Cutler Group reported no remaining Morningstar position as of Q2 2017 after selling out during the quarter.
Cutler Group sold 122 Morningstar shares in Q2 2017, an estimated $9K.
Cutler Group first reported a position in Morningstar in Q3 2016 and held it in 3 quarters.
Cutler Group's Morningstar position peaked at $59K in Q4 2016.
147 funds tracked by Wall St. Rank held Morningstar as of Q2 2017.

Based on Cutler Group's 13F filing for Q2 2017, filed 11 Jul 2017.