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Moneta Group Investment Advisors’s Morningstar MORN Stock Holding History

Moneta Group Investment 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
Q4 		– Sell
-196
Closed -$16K – 312
2015
Q3 		$16K Buy
+196
New +$16K ﹤0.01% 354

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 $33.1B AUM 11.16% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Moneta Group Investment Advisors's MORN Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of Morningstar (MORN) in Q4 2015, closing a stake of 196 shares — an estimated $16K sold.

Moneta Group Investment Advisors first reported a position in MORN in Q3 2015 and held it in 1 quarter. The position peaked at $16K in Q3 2015. 177 funds tracked by Wall St. Rank hold MORN as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining Morningstar position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 196 Morningstar shares in Q4 2015, an estimated $16K.
  • Moneta Group Investment Advisors first reported a position in Morningstar in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Morningstar position peaked at $16K in Q3 2015.
  • 177 funds tracked by Wall St. Rank held Morningstar as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.