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Financial Management Professionals’s Morningstar MORN Stock Holding History

Financial Management Professionals’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
-64
Closed -$5K – 380
2016
Q2 		$5K Buy
+64
New +$5.35K ﹤0.01% 304

Other funds holding MORN

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Financial Management Professionals's MORN Position: Q3 2016 in Review

Financial Management Professionals sold out of Morningstar (MORN) in Q3 2016, closing a stake of 64 shares — an estimated $5K sold.

Financial Management Professionals first reported a position in MORN in Q2 2016 and held it in 1 quarter. The position peaked at $5K in Q2 2016. 172 funds tracked by Wall St. Rank hold MORN as of Q3 2016.

  • Financial Management Professionals reported no remaining Morningstar position as of Q3 2016 after selling out during the quarter.
  • Financial Management Professionals sold 64 Morningstar shares in Q3 2016, an estimated $5K.
  • Financial Management Professionals first reported a position in Morningstar in Q2 2016 and held it in 1 quarter.
  • Financial Management Professionals's Morningstar position peaked at $5K in Q2 2016.
  • 172 funds tracked by Wall St. Rank held Morningstar as of Q3 2016.

Based on Financial Management Professionals's 13F filing for Q3 2016, filed 7 Nov 2016.