Wealthspire Advisors (Maryland)’s Morningstar MORN Stock Holding History

Wealthspire Advisors (Maryland)’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	-223	Closed	-$28K	–	1401
2019 Q1	$28K	Buy	223 +38	+21%	+$4.57K	﹤0.01%	1139
2018 Q4	$20K	Hold	185	–	–	﹤0.01%	1206
2018 Q3	$23K	Hold	185	–	–	﹤0.01%	1256
2018 Q2	$24K	Hold	185	–	–	﹤0.01%	1242
2018 Q1	$18K	Sell	185 -46	-20%	-$4.42K	﹤0.01%	1330
2017 Q4	$22K	Sell	231 -7	-3%	-$630	﹤0.01%	1299
2017 Q3	$20K	Buy	238 +31	+15%	+$2.53K	﹤0.01%	1301
2017 Q2	$16K	Buy	207 +82	+66%	+$6.19K	﹤0.01%	1342
2017 Q1	$10K	Hold	125	–	–	﹤0.01%	1344
2016 Q4	$9K	Sell	125 -75	-38%	-$5.51K	﹤0.01%	1257
2016 Q3	$16K	Hold	200	–	–	﹤0.01%	1122
2016 Q2	$16K	Hold	200	–	–	﹤0.01%	1071
2016 Q1	$18K	Hold	200	–	–	﹤0.01%	1001
2015 Q4	$16K	Buy	+200	New	+$16.2K	﹤0.01%	1046

Other funds holding MORN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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 $66.6B AUM 7.35% 1-Year Est. Return

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

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

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

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

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MORN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Morningstar (MORN) in Q2 2019, closing a stake of 223 shares — an estimated $28K sold.

Wealthspire Advisors (Maryland) first reported a position in MORN in Q4 2015 and held it in 14 quarters. The position peaked at $28K in Q1 2019. 234 funds tracked by Wall St. Rank hold MORN as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Morningstar position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 223 Morningstar shares in Q2 2019, an estimated $28K.
Wealthspire Advisors (Maryland) first reported a position in Morningstar in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Morningstar position peaked at $28K in Q1 2019.
234 funds tracked by Wall St. Rank held Morningstar as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.