MAA
MORN icon

Managed Account Advisors’s Morningstar MORN Stock Holding History

Managed Account Advisors’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
2015
Q2 		$30.9M Sell
387,941
-20,399
-5% -$1.56M 0.03% 560
2015
Q1 		$30.6M Sell
408,340
-16,784
-4% -$1.19M 0.03% 553
2014
Q4 		$27.5M Buy
425,124
+16,113
+4% +$1.07M 0.03% 572
2014
Q3 		$27.8M Sell
409,011
-1,111
-0.3% -$76K 0.03% 556
2014
Q2 		$29.5M Sell
410,122
-11,596
-3% -$848K 0.04% 514
2014
Q1 		$33.3M Sell
421,718
-2,896
-0.7% -$231K 0.04% 454
2013
Q4 		$33.2M Sell
424,614
-7,591
-2% -$604K 0.04% 442
2013
Q3 		$34.3M Buy
432,205
+19,232
+5% +$1.49M 0.05% 402
2013
Q2 		$32M Buy
+412,973
New +$28.6M 0.05% 403

Other funds holding MORN

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return