LaSalle Street Capital Management’s Morningstar MORN Stock Holding History

LaSalle Street Capital 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
2017 Q2	–	Sell	-2,872	Closed	-$226K	–	96
2017 Q1	$226K	Hold	2,872	–	–	0.19%	86
2016 Q4	$211K	Buy	+2,872	New	+$211K	0.19%	84

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

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

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

EIP

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

CIP

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

LaSalle Street Capital Management's MORN Position: Q2 2017 in Review

LaSalle Street Capital Management sold out of Morningstar (MORN) in Q2 2017, closing a stake of 2,872 shares — an estimated $226K sold.

LaSalle Street Capital Management first reported a position in MORN in Q4 2016 and held it in 2 quarters. The position peaked at $226K in Q1 2017. 147 funds tracked by Wall St. Rank hold MORN as of Q2 2017.

LaSalle Street Capital Management reported no remaining Morningstar position as of Q2 2017 after selling out during the quarter.
LaSalle Street Capital Management sold 2,872 Morningstar shares in Q2 2017, an estimated $226K.
LaSalle Street Capital Management first reported a position in Morningstar in Q4 2016 and held it in 2 quarters.
LaSalle Street Capital Management's Morningstar position peaked at $226K in Q1 2017.
147 funds tracked by Wall St. Rank held Morningstar as of Q2 2017.

Based on LaSalle Street Capital Management's 13F filing for Q2 2017, filed 10 Aug 2017.