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Realta Investment Advisors’s Morningstar MORN Stock Holding History

Realta 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
2019
Q2 		– Sell
-1,599
Closed -$201K – 1775
2019
Q1 		$201K Buy
+1,599
New +$192K 0.09% 260

Other funds holding MORN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Realta Investment Advisors's MORN Position: Q2 2019 in Review

Realta Investment Advisors sold out of Morningstar (MORN) in Q2 2019, closing a stake of 1,599 shares — an estimated $201K sold.

Realta Investment Advisors first reported a position in MORN in Q1 2019 and held it in 1 quarter. The position peaked at $201K in Q1 2019. 234 funds tracked by Wall St. Rank hold MORN as of Q2 2019.

  • Realta Investment Advisors reported no remaining Morningstar position as of Q2 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 1,599 Morningstar shares in Q2 2019, an estimated $201K.
  • Realta Investment Advisors first reported a position in Morningstar in Q1 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Morningstar position peaked at $201K in Q1 2019.
  • 234 funds tracked by Wall St. Rank held Morningstar as of Q2 2019.

Based on Realta Investment Advisors's 13F filing for Q2 2019, filed 1 Aug 2019.