Marshall Wace
ALJ

Marshall Wace’s Alon USA Energy Inc ALJ Stock Holding History

Marshall Wace’s Portfolio ALJ Stock Details ALJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-125,929
Closed -$1.43M – 956
2016
Q4 		$1.43M Buy
+125,929
New +$1.18M 0.01% 707
2016
Q1 		– Sell
-94,658
Closed -$1.41M – 1303
2015
Q4 		$1.41M Sell
94,658
-22,752
-19% -$381K 0.01% 637
2015
Q3 		$2.12M Buy
+117,410
New +$2.23M 0.03% 444
2015
Q1 		– Sell
-1,224,471
Closed -$15.5M – 1021
2014
Q4 		$15.5M Buy
1,224,471
+1,207,971
+7,321% +$17.4M 0.2% 134
2014
Q3 		$237K Hold
16,500
– – ﹤0.01% 747
2014
Q2 		$205K Sell
16,500
-9,900
-38% -$147K ﹤0.01% 847
2014
Q1 		$394K Buy
+26,400
New +$399K 0.01% 630

Other funds holding ALJ

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return