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Optimum Investment Advisors’s Morningstar MORN Stock Holding History

Optimum 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
2014
Q1 		– Sell
-425
Closed -$33K – 766
2013
Q4 		$33K Hold
425
– – 0.01% 450
2013
Q3 		$34K Buy
+425
New +$32.9K 0.01% 422

Other funds holding MORN

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Optimum Investment Advisors's MORN Position: Q1 2014 in Review

Optimum Investment Advisors sold out of Morningstar (MORN) in Q1 2014, closing a stake of 425 shares — an estimated $33K sold.

Optimum Investment Advisors first reported a position in MORN in Q3 2013 and held it in 2 quarters. The position peaked at $34K in Q3 2013. 147 funds tracked by Wall St. Rank hold MORN as of Q1 2014.

  • Optimum Investment Advisors reported no remaining Morningstar position as of Q1 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 425 Morningstar shares in Q1 2014, an estimated $33K.
  • Optimum Investment Advisors first reported a position in Morningstar in Q3 2013 and held it in 2 quarters.
  • Optimum Investment Advisors's Morningstar position peaked at $34K in Q3 2013.
  • 147 funds tracked by Wall St. Rank held Morningstar as of Q1 2014.

Based on Optimum Investment Advisors's 13F filing for Q1 2014, filed 1 May 2014.