Kistler-Tiffany Companies’s Morningstar MORN Stock Holding History

Kistler-Tiffany Companies’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
2017 Q4	–	Sell	-267	Closed	-$23K	–	563
2017 Q3	$23K	Hold	267	–	–	0.01%	353
2017 Q2	$21K	Hold	267	–	–	0.01%	349
2017 Q1	$21K	Hold	267	–	–	0.01%	337
2016 Q4	$20K	Hold	267	–	–	0.01%	350
2016 Q3	$21K	Hold	267	–	–	0.01%	360
2016 Q2	$22K	Hold	267	–	–	0.01%	351
2016 Q1	$24K	Hold	267	–	–	0.01%	335
2015 Q4	$21K	Hold	267	–	–	0.01%	369
2015 Q3	$21K	Hold	267	–	–	0.01%	356
2015 Q2	$21K	Buy	+267	New	+$20.4K	0.01%	379
2015 Q1	–	Sell	-267	Closed	-$17K	–	603
2014 Q4	$17K	Hold	267	–	–	0.01%	388
2014 Q3	$18K	Hold	267	–	–	0.01%	380
2014 Q2	$19K	Hold	267	–	–	0.01%	363
2014 Q1	$21K	Hold	267	–	–	0.02%	347
2013 Q4	$21K	Hold	267	–	–	0.02%	350
2013 Q3	$21K	Hold	267	–	–	0.02%	349
2013 Q2	$21K	Buy	+267	New	+$18.5K	0.02%	338

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kistler-Tiffany Companies's MORN Position: Q4 2017 in Review

Kistler-Tiffany Companies sold out of Morningstar (MORN) in Q4 2017, closing a stake of 267 shares — an estimated $23K sold.

Kistler-Tiffany Companies first reported a position in MORN in Q2 2013 and held it in 17 quarters. The position peaked at $24K in Q1 2016. 181 funds tracked by Wall St. Rank hold MORN as of Q4 2017.

Kistler-Tiffany Companies reported no remaining Morningstar position as of Q4 2017 after selling out during the quarter.
Kistler-Tiffany Companies sold 267 Morningstar shares in Q4 2017, an estimated $23K.
Kistler-Tiffany Companies first reported a position in Morningstar in Q2 2013 and held it in 17 quarters.
Kistler-Tiffany Companies's Morningstar position peaked at $24K in Q1 2016.
181 funds tracked by Wall St. Rank held Morningstar as of Q4 2017.

Based on Kistler-Tiffany Companies's 13F filing for Q4 2017, filed 11 Jan 2018.