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R&F Capital Advisors’s Morningstar MORN Stock Holding History

R&F Capital 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
Q1 		$355K Buy
+4,522
New +$352K 0.09% 351

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

R&F Capital Advisors's MORN Position: Q1 2017 in Review

R&F Capital Advisors opened a new position in Morningstar (MORN) in Q1 2017: 4,522 shares worth $355K. The stake represents 0.09% of the portfolio and ranks #351 among its holdings.

170 funds tracked by Wall St. Rank hold MORN as of Q1 2017.

  • R&F Capital Advisors held 4,522 shares of Morningstar worth $355K as of Q1 2017.
  • Morningstar was a new R&F Capital Advisors position in Q1 2017.
  • Morningstar made up 0.09% of R&F Capital Advisors's portfolio in Q1 2017, its #351 holding.
  • 170 funds tracked by Wall St. Rank held Morningstar as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.