High Point Bank & Trust’s Morningstar MORN Stock Holding History

High Point 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
2016 Q4	$19K	Hold	253	–	–	0.01%	301
2016 Q3	$20K	Hold	253	–	–	0.01%	303
2016 Q2	$21K	Hold	253	–	–	0.01%	285
2016 Q1	$22K	Buy	+253	New	+$20.2K	0.01%	290

Other funds holding MORN

ACM

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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 New York $60.8B AUM 22.47% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

High Point Bank & Trust's MORN Position: Q4 2016 in Review

High Point Bank & Trust held its Morningstar (MORN) position steady in Q4 2016 at 253 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #301.

High Point Bank & Trust first reported a position in MORN in Q1 2016 and has held it in 4 quarters since. The position peaked at $22K in Q1 2016. 171 funds tracked by Wall St. Rank hold MORN as of Q4 2016.

High Point Bank & Trust held 253 shares of Morningstar worth $19K as of Q4 2016.
High Point Bank & Trust left its Morningstar share count unchanged in Q4 2016.
Morningstar made up 0.01% of High Point Bank & Trust's portfolio in Q4 2016, its #301 holding.
High Point Bank & Trust first reported a position in Morningstar in Q1 2016 and has held it in 4 quarters since.
High Point Bank & Trust's Morningstar position peaked at $22K in Q1 2016.
171 funds tracked by Wall St. Rank held Morningstar as of Q4 2016.

Based on High Point Bank & Trust's 13F filing for Q4 2016, filed 28 Feb 2017.