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Woodmont Investment Counsel’s Morningstar MORN Stock Holding History

Woodmont Investment Counsel’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
2016
Q4 		– Sell
-184
Closed -$15K – 456
2016
Q3 		$15K Buy
+184
New +$15.1K ﹤0.01% 412

Other funds holding MORN

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Woodmont Investment Counsel's MORN Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Morningstar (MORN) in Q4 2016, closing a stake of 184 shares — an estimated $15K sold.

Woodmont Investment Counsel first reported a position in MORN in Q3 2016 and held it in 1 quarter. The position peaked at $15K in Q3 2016. 171 funds tracked by Wall St. Rank hold MORN as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining Morningstar position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 184 Morningstar shares in Q4 2016, an estimated $15K.
  • Woodmont Investment Counsel first reported a position in Morningstar in Q3 2016 and held it in 1 quarter.
  • Woodmont Investment Counsel's Morningstar position peaked at $15K in Q3 2016.
  • 171 funds tracked by Wall St. Rank held Morningstar as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.