MWNA
BANX

Marshall Wace North America’s ArrowMark Financial BANX Stock Holding History

Marshall Wace North America’s Portfolio BANX Stock Details BANX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-552
Closed -$11K – 1552
2018
Q4 		$11K Buy
+552
New +$11.4K ﹤0.01% 1414

Other funds holding BANX

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
VHAM
Van Hulzen Asset Management El Dorado Hills, California $1.35B AUM 22.73% 1-Year Est. Return

Marshall Wace North America's BANX Position: Q1 2019 in Review

Marshall Wace North America sold out of ArrowMark Financial (BANX) in Q1 2019, closing a stake of 552 shares — an estimated $11K sold.

Marshall Wace North America first reported a position in BANX in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 33 funds tracked by Wall St. Rank hold BANX as of Q1 2019.

  • Marshall Wace North America reported no remaining ArrowMark Financial position as of Q1 2019 after selling out during the quarter.
  • Marshall Wace North America sold 552 ArrowMark Financial shares in Q1 2019, an estimated $11K.
  • Marshall Wace North America first reported a position in ArrowMark Financial in Q4 2018 and held it in 1 quarter.
  • Marshall Wace North America's ArrowMark Financial position peaked at $11K in Q4 2018.
  • 33 funds tracked by Wall St. Rank held ArrowMark Financial as of Q1 2019.

Based on Marshall Wace North America's 13F filing for Q1 2019, filed 14 May 2019.