Duncker Streett & Co’s Morningstar MORN Stock Holding History

Duncker Streett & Co’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
2019 Q2	–	Sell	-63	Closed	-$8K	–	565
2019 Q1	$8K	Hold	63	–	–	﹤0.01%	506
2018 Q4	$7K	Hold	63	–	–	﹤0.01%	510
2018 Q3	$8K	Hold	63	–	–	﹤0.01%	521
2018 Q2	$8K	Hold	63	–	–	﹤0.01%	523
2018 Q1	$6K	Hold	63	–	–	﹤0.01%	540
2017 Q4	$6K	Hold	63	–	–	﹤0.01%	537
2017 Q3	$5K	Hold	63	–	–	﹤0.01%	558
2017 Q2	$5K	Hold	63	–	–	﹤0.01%	568
2017 Q1	$5K	Hold	63	–	–	﹤0.01%	579
2016 Q4	$5K	Hold	63	–	–	﹤0.01%	571
2016 Q3	$5K	Hold	63	–	–	﹤0.01%	562
2016 Q2	$5K	Hold	63	–	–	﹤0.01%	552
2016 Q1	$6K	Hold	63	–	–	﹤0.01%	543
2015 Q4	$5K	Hold	63	–	–	﹤0.01%	564
2015 Q3	$5K	Hold	63	–	–	﹤0.01%	568
2015 Q2	$5K	Hold	63	–	–	﹤0.01%	575
2015 Q1	$5K	Hold	63	–	–	﹤0.01%	576
2014 Q4	$4K	Hold	63	–	–	﹤0.01%	585
2014 Q3	$4K	Buy	+63	New	+$4.31K	﹤0.01%	589

Other funds holding MORN

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

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

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Renaissance Technologies

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

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

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return