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Delpha Capital Management’s Morningstar MORN Stock Holding History

Delpha Capital 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
2018
Q1 		– Sell
-225
Closed -$22K – 796
2017
Q4 		$22K Buy
+225
New +$20.3K 0.02% 725

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Delpha Capital Management's MORN Position: Q1 2018 in Review

Delpha Capital Management sold out of Morningstar (MORN) in Q1 2018, closing a stake of 225 shares — an estimated $22K sold.

Delpha Capital Management first reported a position in MORN in Q4 2017 and held it in 1 quarter. The position peaked at $22K in Q4 2017. 177 funds tracked by Wall St. Rank hold MORN as of Q1 2018.

  • Delpha Capital Management reported no remaining Morningstar position as of Q1 2018 after selling out during the quarter.
  • Delpha Capital Management sold 225 Morningstar shares in Q1 2018, an estimated $22K.
  • Delpha Capital Management first reported a position in Morningstar in Q4 2017 and held it in 1 quarter.
  • Delpha Capital Management's Morningstar position peaked at $22K in Q4 2017.
  • 177 funds tracked by Wall St. Rank held Morningstar as of Q1 2018.

Based on Delpha Capital Management's 13F filing for Q1 2018, filed 11 May 2018.