Rehmann Capital Advisory Group’s Morningstar MORN Stock Holding History

Rehmann Capital Advisory Group’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 Q3	$1.31K	Hold	9	–	–	﹤0.01%	1505
2019 Q2	$1.3K	Hold	9	–	–	﹤0.01%	1873
2019 Q1	$1.13K	Hold	9	–	–	﹤0.01%	1901
2018 Q4	$988	Hold	9	–	–	﹤0.01%	1650
2018 Q3	$1.13K	Hold	9	–	–	﹤0.01%	1956
2018 Q2	$1.15K	Hold	9	–	–	﹤0.01%	1936
2018 Q1	$1K	Buy	+9	New	+$865	﹤0.01%	1890

Other funds holding MORN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Rehmann Capital Advisory Group's MORN Position: Q3 2019 in Review

Rehmann Capital Advisory Group held its Morningstar (MORN) position steady in Q3 2019 at 9 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

Rehmann Capital Advisory Group first reported a position in MORN in Q1 2018 and has held it in 7 quarters since. 244 funds tracked by Wall St. Rank hold MORN as of Q3 2019.

Rehmann Capital Advisory Group held 9 shares of Morningstar worth $1.31K as of Q3 2019.
Rehmann Capital Advisory Group left its Morningstar share count unchanged in Q3 2019.
Morningstar made up ﹤0.01% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #1505 holding.
Rehmann Capital Advisory Group first reported a position in Morningstar in Q1 2018 and has held it in 7 quarters since.
244 funds tracked by Wall St. Rank held Morningstar as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.