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TradeWorx’s Morningstar MORN Stock Holding History

TradeWorx’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
-3,271
Closed -$254K – 537
2013
Q2 		$254K Buy
+3,271
New +$227K 0.11% 314

Other funds holding MORN

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BAMCO Inc
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TradeWorx's MORN Position: Q3 2013 in Review

TradeWorx sold out of Morningstar (MORN) in Q3 2013, closing a stake of 3,271 shares — an estimated $254K sold.

TradeWorx first reported a position in MORN in Q2 2013 and held it in 1 quarter. The position peaked at $254K in Q2 2013. 135 funds tracked by Wall St. Rank hold MORN as of Q3 2013.

  • TradeWorx reported no remaining Morningstar position as of Q3 2013 after selling out during the quarter.
  • TradeWorx sold 3,271 Morningstar shares in Q3 2013, an estimated $254K.
  • TradeWorx first reported a position in Morningstar in Q2 2013 and held it in 1 quarter.
  • TradeWorx's Morningstar position peaked at $254K in Q2 2013.
  • 135 funds tracked by Wall St. Rank held Morningstar as of Q3 2013.

Based on TradeWorx's 13F filing for Q3 2013, filed 15 Nov 2013.