Marshall Wace North America’s Black Stone Minerals BSM Stock Holding History

Marshall Wace North America’s Portfolio BSM Stock Details BSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$1.43M	Buy	+118,693	New	+$1.26M	0.01%	818
2018 Q4	–	Sell	-11,701	Closed	-$213K	–	1480
2018 Q3	$213K	Sell	11,701 -47,208	-80%	-$859K	﹤0.01%	839
2018 Q2	$1.09M	Buy	58,909 +44,477	+308%	+$800K	0.01%	907
2018 Q1	$239K	Sell	14,432 -7,175	-33%	-$128K	﹤0.01%	1304
2017 Q4	$388K	Buy	+21,607	New	+$380K	﹤0.01%	1193

Other funds holding BSM

William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $645M AUM 28.76% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

CIBC Private Wealth Group

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return