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Rockefeller Financial Services’s Morningstar MORN Stock Holding History

Rockefeller Financial Services’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
2016
Q2 		– Sell
-170
Closed -$15K – 554
2016
Q1 		$15K Buy
+170
New +$13.6K ﹤0.01% 500

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Rockefeller Financial Services's MORN Position: Q2 2016 in Review

Rockefeller Financial Services sold out of Morningstar (MORN) in Q2 2016, closing a stake of 170 shares — an estimated $15K sold.

Rockefeller Financial Services first reported a position in MORN in Q1 2016 and held it in 1 quarter. The position peaked at $15K in Q1 2016. 174 funds tracked by Wall St. Rank hold MORN as of Q2 2016.

  • Rockefeller Financial Services reported no remaining Morningstar position as of Q2 2016 after selling out during the quarter.
  • Rockefeller Financial Services sold 170 Morningstar shares in Q2 2016, an estimated $15K.
  • Rockefeller Financial Services first reported a position in Morningstar in Q1 2016 and held it in 1 quarter.
  • Rockefeller Financial Services's Morningstar position peaked at $15K in Q1 2016.
  • 174 funds tracked by Wall St. Rank held Morningstar as of Q2 2016.

Based on Rockefeller Financial Services's 13F filing for Q2 2016, filed 20 Jul 2016.