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Nationwide Fund Advisors’s Morningstar MORN Stock Holding History

Nationwide Fund 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
2017
Q4 		– Sell
-27,961
Closed -$2.38M – 1283
2017
Q3 		$2.38M Sell
27,961
-1,200
-4% -$97.8K 0.01% 1361
2017
Q2 		$2.28M Buy
29,161
+6,310
+28% +$476K 0.01% 1369
2017
Q1 		$1.8M Sell
22,851
-1,792
-7% -$139K 0.01% 1454
2016
Q4 		$1.81M Sell
24,643
-985
-4% -$72.4K 0.01% 1449
2016
Q3 		$2.03M Sell
25,628
-1,207
-4% -$99.2K 0.01% 1385
2016
Q2 		$2.19M Hold
26,835
– – 0.01% 1317
2016
Q1 		$2.37M Buy
26,835
+8,690
+48% +$693K 0.01% 1261
2015
Q4 		$1.46M Sell
18,145
-10,810
-37% -$876K 0.01% 1516
2015
Q3 		$2.32M Sell
28,955
-5,150
-15% -$420K 0.01% 1281
2015
Q2 		$2.71M Sell
34,105
-4,750
-12% -$364K 0.01% 1273
2015
Q1 		$2.91M Buy
38,855
+4,200
+12% +$298K 0.01% 1269
2014
Q4 		$2.24M Hold
34,655
– – 0.01% 1346
2014
Q3 		$2.35M Buy
34,655
+4,900
+16% +$335K 0.01% 1354
2014
Q2 		$2.14M Buy
+29,755
New +$2.18M 0.01% 1441

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 $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nationwide Fund Advisors's MORN Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Morningstar (MORN) in Q4 2017, closing a stake of 27,961 shares — an estimated $2.38M sold.

Nationwide Fund Advisors first reported a position in MORN in Q2 2014 and held it in 14 quarters. The position peaked at $2.91M in Q1 2015. 181 funds tracked by Wall St. Rank hold MORN as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Morningstar position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 27,961 Morningstar shares in Q4 2017, an estimated $2.38M.
  • Nationwide Fund Advisors first reported a position in Morningstar in Q2 2014 and held it in 14 quarters.
  • Nationwide Fund Advisors's Morningstar position peaked at $2.91M in Q1 2015.
  • 181 funds tracked by Wall St. Rank held Morningstar as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.