Nine Chapters Capital Management’s Morningstar MORN Stock Holding History

Nine Chapters Capital Management’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
2014 Q2	–	Sell	-11,900	Closed	-$940K	–	1059
2014 Q1	$940K	Sell	11,900 -29,600	-71%	-$2.36M	0.11%	276
2013 Q4	$3.24M	Buy	+41,500	New	+$3.3M	0.33%	66

Other funds holding MORN

ACM

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

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

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

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

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Nine Chapters Capital Management's MORN Position: Q2 2014 in Review

Nine Chapters Capital Management sold out of Morningstar (MORN) in Q2 2014, closing a stake of 11,900 shares — an estimated $940K sold.

Nine Chapters Capital Management first reported a position in MORN in Q4 2013 and held it in 2 quarters. The position peaked at $3.24M in Q4 2013. 139 funds tracked by Wall St. Rank hold MORN as of Q2 2014.

Nine Chapters Capital Management reported no remaining Morningstar position as of Q2 2014 after selling out during the quarter.
Nine Chapters Capital Management sold 11,900 Morningstar shares in Q2 2014, an estimated $940K.
Nine Chapters Capital Management first reported a position in Morningstar in Q4 2013 and held it in 2 quarters.
Nine Chapters Capital Management's Morningstar position peaked at $3.24M in Q4 2013.
139 funds tracked by Wall St. Rank held Morningstar as of Q2 2014.

Based on Nine Chapters Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.