WRM
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Westport Resources Management’s Morningstar MORN Stock Holding History

Westport Resources 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
2015
Q2 		– Sell
-98
Closed -$7K – 974
2015
Q1 		$7K Hold
98
– – ﹤0.01% 853
2014
Q4 		$6K Hold
98
– – ﹤0.01% 909
2014
Q3 		$7K Hold
98
– – ﹤0.01% 893
2014
Q2 		$7K Hold
98
– – ﹤0.01% 929
2014
Q1 		$8K Hold
98
– – ﹤0.01% 916
2013
Q4 		$8K Hold
98
– – ﹤0.01% 952
2013
Q3 		$8K Hold
98
– – ﹤0.01% 931
2013
Q2 		$8K Buy
+98
New +$6.79K ﹤0.01% 904

Other funds holding MORN

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Westport Resources Management's MORN Position: Q2 2015 in Review

Westport Resources Management sold out of Morningstar (MORN) in Q2 2015, closing a stake of 98 shares — an estimated $7K sold.

Westport Resources Management first reported a position in MORN in Q2 2013 and held it in 8 quarters. The position peaked at $8K in Q1 2014. 137 funds tracked by Wall St. Rank hold MORN as of Q2 2015.

  • Westport Resources Management reported no remaining Morningstar position as of Q2 2015 after selling out during the quarter.
  • Westport Resources Management sold 98 Morningstar shares in Q2 2015, an estimated $7K.
  • Westport Resources Management first reported a position in Morningstar in Q2 2013 and held it in 8 quarters.
  • Westport Resources Management's Morningstar position peaked at $8K in Q1 2014.
  • 137 funds tracked by Wall St. Rank held Morningstar as of Q2 2015.

Based on Westport Resources Management's 13F filing for Q2 2015, filed 4 Aug 2015.