Simplicity Solutions’s Morningstar MORN Stock Holding History

Simplicity Solutions’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 Q1	–	Sell	-12,060	Closed	-$970K	–	388
2015 Q4	$970K	Buy	+12,060	New	+$977K	0.11%	254

Other funds holding MORN

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

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

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

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

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Simplicity Solutions's MORN Position: Q1 2016 in Review

Simplicity Solutions sold out of Morningstar (MORN) in Q1 2016, closing a stake of 12,060 shares — an estimated $970K sold.

Simplicity Solutions first reported a position in MORN in Q4 2015 and held it in 1 quarter. The position peaked at $970K in Q4 2015. 177 funds tracked by Wall St. Rank hold MORN as of Q1 2016.

Simplicity Solutions reported no remaining Morningstar position as of Q1 2016 after selling out during the quarter.
Simplicity Solutions sold 12,060 Morningstar shares in Q1 2016, an estimated $970K.
Simplicity Solutions first reported a position in Morningstar in Q4 2015 and held it in 1 quarter.
Simplicity Solutions's Morningstar position peaked at $970K in Q4 2015.
177 funds tracked by Wall St. Rank held Morningstar as of Q1 2016.

Based on Simplicity Solutions's 13F filing for Q1 2016, filed 26 Apr 2016.