NEXT Financial Holdings’s Morningstar MORN Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$3K	Buy	+27	New	+$3.25K	﹤0.01%	1389

Other funds holding MORN

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

NEXT Financial Holdings's MORN Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Morningstar (MORN) in Q1 2019: 27 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1389 among its holdings.

236 funds tracked by Wall St. Rank hold MORN as of Q1 2019.

NEXT Financial Holdings held 27 shares of Morningstar worth $3K as of Q1 2019.
Morningstar was a new NEXT Financial Holdings position in Q1 2019.
Morningstar made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1389 holding.
236 funds tracked by Wall St. Rank held Morningstar as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.