Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2019

Aug 13, 2019

SELL
N/A
-137,686 Closed
0 $0
Q1 2019

May 13, 2019

SELL
N/A
-6,210 Reduced 4.32%
137,686 $4.25 Million
Q4 2018

Feb 14, 2019

SELL
N/A
-8,761 Reduced 5.74%
143,896 $3.64 Million
Q3 2018

Nov 08, 2018

SELL
N/A
-10,860 Reduced 6.64%
152,657 $6.03 Million
Q2 2018

Aug 03, 2018

SELL
N/A
-26,194 Reduced 13.81%
163,517 $6.9 Million
Q1 2018

May 10, 2018

SELL
N/A
-27,357 Reduced 12.6%
189,711 $7.58 Million
Q4 2017

Feb 08, 2018

SELL
N/A
-21,081 Reduced 8.85%
217,068 $10 Million
Q3 2017

Nov 09, 2017

BUY
N/A
238,149
238,149 $10.7 Million
Track This Portfolio

Track Morningstar Investment Services LLC Portfolio

Follow Morningstar Investment Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morningstar Investment Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morningstar Investment Services LLC with notifications on news.