SeaCrest Wealth Management’s Morningstar MORN Stock Holding History

SeaCrest Wealth Management’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	-31	Closed	-$4K	–	1322
2019 Q1	$4K	Hold	31	–	–	﹤0.01%	1789
2018 Q4	$3K	Hold	31	–	–	﹤0.01%	1834
2018 Q3	$4K	Hold	31	–	–	﹤0.01%	1927
2018 Q2	$4K	Hold	31	–	–	﹤0.01%	1879
2018 Q1	$3K	Hold	31	–	–	﹤0.01%	1908
2017 Q4	$3K	Buy	+31	New	+$2.79K	﹤0.01%	1935

Other funds holding MORN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

SeaCrest Wealth Management's MORN Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Morningstar (MORN) in Q2 2019, closing a stake of 31 shares — an estimated $4K sold.

SeaCrest Wealth Management first reported a position in MORN in Q4 2017 and held it in 6 quarters. The position peaked at $4K in Q1 2019. 234 funds tracked by Wall St. Rank hold MORN as of Q2 2019.

SeaCrest Wealth Management reported no remaining Morningstar position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 31 Morningstar shares in Q2 2019, an estimated $4K.
SeaCrest Wealth Management first reported a position in Morningstar in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's Morningstar position peaked at $4K in Q1 2019.
234 funds tracked by Wall St. Rank held Morningstar as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.