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 – 955
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 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 $609B AUM 40.19% 1-Year Est. Return

Marshall Wace's ALJ Position: Q1 2017 in Review

Marshall Wace sold out of Alon USA Energy Inc (ALJ) in Q1 2017, closing a stake of 125,929 shares — an estimated $1.43M sold.

Marshall Wace first reported a position in ALJ in Q1 2014 and held it in 7 quarters. The position peaked at $15.5M in Q4 2014. 121 funds tracked by Wall St. Rank hold ALJ as of Q1 2017.

  • Marshall Wace reported no remaining Alon USA Energy Inc position as of Q1 2017 after selling out during the quarter.
  • Marshall Wace sold 125,929 Alon USA Energy Inc shares in Q1 2017, an estimated $1.43M.
  • Marshall Wace first reported a position in Alon USA Energy Inc in Q1 2014 and held it in 7 quarters.
  • Marshall Wace's Alon USA Energy Inc position peaked at $15.5M in Q4 2014.
  • 121 funds tracked by Wall St. Rank held Alon USA Energy Inc as of Q1 2017.

Based on Marshall Wace's 13F filing for Q1 2017, filed 12 May 2017.