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National Planning Corporation’s Morningstar MORN Stock Holding History

National Planning Corporation’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
Q1 		– Sell
-33
Closed -$2.07K – 1502
2014
Q4 		$2.07K Buy
+33
New +$2.19K ﹤0.01% 2577

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Vanguard Group
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ACM
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JP Morgan Chase
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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
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

National Planning Corporation's MORN Position: Q1 2015 in Review

National Planning Corporation sold out of Morningstar (MORN) in Q1 2015, closing a stake of 33 shares — an estimated $2.07K sold.

National Planning Corporation first reported a position in MORN in Q4 2014 and held it in 1 quarter. The position peaked at $2.07K in Q4 2014. 140 funds tracked by Wall St. Rank hold MORN as of Q1 2015.

  • National Planning Corporation reported no remaining Morningstar position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 33 Morningstar shares in Q1 2015, an estimated $2.07K.
  • National Planning Corporation first reported a position in Morningstar in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Morningstar position peaked at $2.07K in Q4 2014.
  • 140 funds tracked by Wall St. Rank held Morningstar as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.