MWNA
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Marshall Wace North America’s Interactive Brokers IBKR Stock Holding History

Marshall Wace North America’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-780,788
Closed -$12.8M – 1568
2021
Q2 		$12.8M Buy
780,788
+427,880
+121% +$7.4M 0.05% 332
2021
Q1 		$6.44M Buy
352,908
+236,152
+202% +$4.25M 0.03% 501
2020
Q4 		$1.78M Buy
+116,756
New +$1.55M 0.01% 784
2019
Q1 		– Sell
-7,624
Closed -$104K – 1705
2018
Q4 		$104K Buy
+7,624
New +$102K ﹤0.01% 1074
2018
Q3 		– Sell
-447,896
Closed -$7.21M – 1116
2018
Q2 		$7.21M Buy
+447,896
New +$8.11M 0.04% 417

Other funds holding IBKR

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return