Investmentaktiengesellschaft Fuer Langfristige Investoren TGV’s Morningstar MORN Stock Holding History

Investmentaktiengesellschaft Fuer Langfristige Investoren TGV’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	-5,000	Closed	-$402K	–	20
2015 Q4	$402K	Hold	5,000	–	–	0.1%	19
2015 Q3	$401K	Hold	5,000	–	–	0.13%	17
2015 Q2	$398K	Buy	+5,000	New	+$383K	0.14%	16
2014 Q3	–	Sell	-2,000	Closed	-$144K	–	15
2014 Q2	$144K	Hold	2,000	–	–	0.07%	13
2014 Q1	$158K	Hold	2,000	–	–	0.08%	33
2013 Q4	$156K	Hold	2,000	–	–	0.08%	32
2013 Q3	$159K	Hold	2,000	–	–	0.09%	31
2013 Q2	$155K	Buy	+2,000	New	+$139K	0.1%	31

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 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 16.26% 1-Year Est. Return

EIP

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

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

Investmentaktiengesellschaft Fuer Langfristige Investoren TGV's MORN Position: Q1 2016 in Review

Investmentaktiengesellschaft Fuer Langfristige Investoren TGV sold out of Morningstar (MORN) in Q1 2016, closing a stake of 5,000 shares — an estimated $402K sold.

Investmentaktiengesellschaft Fuer Langfristige Investoren TGV first reported a position in MORN in Q2 2013 and held it in 8 quarters. The position peaked at $402K in Q4 2015. 177 funds tracked by Wall St. Rank hold MORN as of Q1 2016.

Investmentaktiengesellschaft Fuer Langfristige Investoren TGV reported no remaining Morningstar position as of Q1 2016 after selling out during the quarter.
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV sold 5,000 Morningstar shares in Q1 2016, an estimated $402K.
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV first reported a position in Morningstar in Q2 2013 and held it in 8 quarters.
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV's Morningstar position peaked at $402K in Q4 2015.
177 funds tracked by Wall St. Rank held Morningstar as of Q1 2016.

Based on Investmentaktiengesellschaft Fuer Langfristige Investoren TGV's 13F filing for Q1 2016, filed 25 Apr 2016.