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ETrade Capital Management’s Morningstar MORN Stock Holding History

ETrade 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
2013
Q4 		– Sell
-44
Closed -$3K – 888
2013
Q3 		$3K Buy
+44
New +$3.4K ﹤0.01% 817

Other funds holding MORN

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Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCP
TAMRO Capital Partners Alexandria, Virginia $369M AUM 1.2% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

ETrade Capital Management's MORN Position: Q4 2013 in Review

ETrade Capital Management sold out of Morningstar (MORN) in Q4 2013, closing a stake of 44 shares — an estimated $3K sold.

ETrade Capital Management first reported a position in MORN in Q3 2013 and held it in 1 quarter. The position peaked at $3K in Q3 2013. 162 funds tracked by Wall St. Rank hold MORN as of Q4 2013.

  • ETrade Capital Management reported no remaining Morningstar position as of Q4 2013 after selling out during the quarter.
  • ETrade Capital Management sold 44 Morningstar shares in Q4 2013, an estimated $3K.
  • ETrade Capital Management first reported a position in Morningstar in Q3 2013 and held it in 1 quarter.
  • ETrade Capital Management's Morningstar position peaked at $3K in Q3 2013.
  • 162 funds tracked by Wall St. Rank held Morningstar as of Q4 2013.

Based on ETrade Capital Management's 13F filing for Q4 2013, filed 13 Feb 2014.