Simply Money Advisors’s Morningstar MORN Stock Holding History

Simply Money 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
2013 Q3	–	Sell	-44	Closed	-$3K	–	277
2013 Q2	$3K	Buy	+44	New	+$3.05K	﹤0.01%	351

Other funds holding MORN

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCP

TAMRO Capital Partners Alexandria, Virginia $369M AUM 1.2% 1-Year Est. Return

BIT

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simply Money Advisors's MORN Position: Q3 2013 in Review

Simply Money Advisors sold out of Morningstar (MORN) in Q3 2013, closing a stake of 44 shares — an estimated $3K sold.

Simply Money Advisors first reported a position in MORN in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 135 funds tracked by Wall St. Rank hold MORN as of Q3 2013.

Simply Money Advisors reported no remaining Morningstar position as of Q3 2013 after selling out during the quarter.
Simply Money Advisors sold 44 Morningstar shares in Q3 2013, an estimated $3K.
Simply Money Advisors first reported a position in Morningstar in Q2 2013 and held it in 1 quarter.
Simply Money Advisors's Morningstar position peaked at $3K in Q2 2013.
135 funds tracked by Wall St. Rank held Morningstar as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.