WealthBridge Capital Management’s Morningstar MORN Stock Holding History

WealthBridge Capital 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	-2	Closed	–	–	576
2019 Q1	$0	Buy	+2	New	+$240	﹤0.01%	1033

Other funds holding MORN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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 $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

WealthBridge Capital Management's MORN Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Morningstar (MORN) in Q2 2019, closing a stake of 2 shares.

WealthBridge Capital Management first reported a position in MORN in Q1 2019 and held it in 1 quarter. The position peaked at $0 in Q1 2019. 234 funds tracked by Wall St. Rank hold MORN as of Q2 2019.

WealthBridge Capital Management reported no remaining Morningstar position as of Q2 2019 after selling out during the quarter.
WealthBridge Capital Management sold 2 Morningstar shares in Q2 2019.
WealthBridge Capital Management first reported a position in Morningstar in Q1 2019 and held it in 1 quarter.
WealthBridge Capital Management's Morningstar position peaked at $0 in Q1 2019.
234 funds tracked by Wall St. Rank held Morningstar as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.