FNBT
MORN icon

FineMark National Bank & Trust’s Morningstar MORN Stock Holding History

FineMark National Bank & Trust’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
Q3 		– Sell
-55
Closed -$4K – 1582
2013
Q2 		$4K Buy
+55
New +$3.81K ﹤0.01% 1148

Other funds holding MORN

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCP
TAMRO Capital Partners Alexandria, Virginia $369M AUM 1.2% 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

FineMark National Bank & Trust's MORN Position: Q3 2013 in Review

FineMark National Bank & Trust sold out of Morningstar (MORN) in Q3 2013, closing a stake of 55 shares — an estimated $4K sold.

FineMark National Bank & Trust first reported a position in MORN in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 135 funds tracked by Wall St. Rank hold MORN as of Q3 2013.

  • FineMark National Bank & Trust reported no remaining Morningstar position as of Q3 2013 after selling out during the quarter.
  • FineMark National Bank & Trust sold 55 Morningstar shares in Q3 2013, an estimated $4K.
  • FineMark National Bank & Trust first reported a position in Morningstar in Q2 2013 and held it in 1 quarter.
  • FineMark National Bank & Trust's Morningstar position peaked at $4K in Q2 2013.
  • 135 funds tracked by Wall St. Rank held Morningstar as of Q3 2013.

Based on FineMark National Bank & Trust's 13F filing for Q3 2013, filed 14 Nov 2013.