Marshall Wace
CARO

Marshall Wace’s Carolina Financial Corp. CARO Stock Holding History

Marshall Wace’s Portfolio CARO Stock Details CARO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-41,338
Closed -$1.22M – 2214
2018
Q4 		$1.22M Buy
+41,338
New +$1.38M 0.01% 857

Other funds holding CARO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall Wace's CARO Position: Q1 2019 in Review

Marshall Wace sold out of Carolina Financial Corp. (CARO) in Q1 2019, closing a stake of 41,338 shares — an estimated $1.22M sold.

Marshall Wace first reported a position in CARO in Q4 2018 and held it in 1 quarter. The position peaked at $1.22M in Q4 2018. 111 funds tracked by Wall St. Rank hold CARO as of Q1 2019.

  • Marshall Wace reported no remaining Carolina Financial Corp. position as of Q1 2019 after selling out during the quarter.
  • Marshall Wace sold 41,338 Carolina Financial Corp. shares in Q1 2019, an estimated $1.22M.
  • Marshall Wace first reported a position in Carolina Financial Corp. in Q4 2018 and held it in 1 quarter.
  • Marshall Wace's Carolina Financial Corp. position peaked at $1.22M in Q4 2018.
  • 111 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q1 2019.

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