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I.G. Investment Management’s Morningstar MORN Stock Holding History

I.G. Investment 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
2016
Q1 		– Sell
-1,274
Closed -$102K – 923
2015
Q4 		$102K Buy
1,274
+287
+29% +$23.3K ﹤0.01% 856
2015
Q3 		$79K Buy
+987
New +$80.6K ﹤0.01% 857
2014
Q3 		– Sell
-702
Closed -$51K – 886
2014
Q2 		$51K Buy
+702
New +$51.3K ﹤0.01% 862

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 $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

I.G. Investment Management's MORN Position: Q1 2016 in Review

I.G. Investment Management sold out of Morningstar (MORN) in Q1 2016, closing a stake of 1,274 shares — an estimated $102K sold.

I.G. Investment Management first reported a position in MORN in Q2 2014 and held it in 3 quarters. The position peaked at $102K in Q4 2015. 177 funds tracked by Wall St. Rank hold MORN as of Q1 2016.

  • I.G. Investment Management reported no remaining Morningstar position as of Q1 2016 after selling out during the quarter.
  • I.G. Investment Management sold 1,274 Morningstar shares in Q1 2016, an estimated $102K.
  • I.G. Investment Management first reported a position in Morningstar in Q2 2014 and held it in 3 quarters.
  • I.G. Investment Management's Morningstar position peaked at $102K in Q4 2015.
  • 177 funds tracked by Wall St. Rank held Morningstar as of Q1 2016.

Based on I.G. Investment Management's 13F filing for Q1 2016, filed 13 May 2016.