Stanford Investment Group’s Morningstar MORN Stock Holding History

Stanford Investment 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
2017 Q1	–	Sell	-800	Closed	-$59K	–	176
2016 Q4	$59K	Hold	800	–	–	0.03%	129
2016 Q3	$63K	Hold	800	–	–	0.03%	125
2016 Q2	$65K	Hold	800	–	–	0.03%	117
2016 Q1	$71K	Hold	800	–	–	0.04%	109
2015 Q4	$64K	Sell	800 -100	-11%	-$8.1K	0.03%	111
2015 Q3	$72K	Hold	900	–	–	0.05%	96
2015 Q2	$72K	Hold	900	–	–	0.05%	107
2015 Q1	$67K	Hold	900	–	–	0.05%	113
2014 Q4	$58K	Buy	+900	New	+$59.6K	0.05%	126

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

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

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

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

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

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

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

EIP

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanford Investment Group's MORN Position: Q1 2017 in Review

Stanford Investment Group sold out of Morningstar (MORN) in Q1 2017, closing a stake of 800 shares — an estimated $59K sold.

Stanford Investment Group first reported a position in MORN in Q4 2014 and held it in 9 quarters. The position peaked at $72K in Q3 2015. 170 funds tracked by Wall St. Rank hold MORN as of Q1 2017.

Stanford Investment Group reported no remaining Morningstar position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 800 Morningstar shares in Q1 2017, an estimated $59K.
Stanford Investment Group first reported a position in Morningstar in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's Morningstar position peaked at $72K in Q3 2015.
170 funds tracked by Wall St. Rank held Morningstar as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.