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Exchange Capital Management’s Morningstar MORN Stock Holding History

Exchange 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
2015
Q1 		– Sell
-46
Closed -$3K – 239
2014
Q4 		$3K Buy
+46
New +$3.05K ﹤0.01% 239

Other funds holding MORN

ACM
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
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Exchange Capital Management's MORN Position: Q1 2015 in Review

Exchange Capital Management sold out of Morningstar (MORN) in Q1 2015, closing a stake of 46 shares — an estimated $3K sold.

Exchange Capital Management first reported a position in MORN in Q4 2014 and held it in 1 quarter. The position peaked at $3K in Q4 2014. 140 funds tracked by Wall St. Rank hold MORN as of Q1 2015.

  • Exchange Capital Management reported no remaining Morningstar position as of Q1 2015 after selling out during the quarter.
  • Exchange Capital Management sold 46 Morningstar shares in Q1 2015, an estimated $3K.
  • Exchange Capital Management first reported a position in Morningstar in Q4 2014 and held it in 1 quarter.
  • Exchange Capital Management's Morningstar position peaked at $3K in Q4 2014.
  • 140 funds tracked by Wall St. Rank held Morningstar as of Q1 2015.

Based on Exchange Capital Management's 13F filing for Q1 2015, filed 17 Apr 2015.