Marshall Wace’s NACCO Industries NC Stock Holding History

Marshall Wace’s Portfolio NC Stock Details NC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-4,649	Closed	-$178K	–	1669
2019 Q1	$178K	Buy	4,649 +3,693	+386%	+$135K	﹤0.01%	1350
2018 Q4	$32K	Buy	+956	New	+$31.6K	﹤0.01%	1500

Other funds holding NC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall Wace's NC Position: Q2 2019 in Review

Marshall Wace sold out of NACCO Industries (NC) in Q2 2019, closing a stake of 4,649 shares — an estimated $178K sold.

Marshall Wace first reported a position in NC in Q4 2018 and held it in 2 quarters. The position peaked at $178K in Q1 2019. 73 funds tracked by Wall St. Rank hold NC as of Q2 2019.

Marshall Wace reported no remaining NACCO Industries position as of Q2 2019 after selling out during the quarter.
Marshall Wace sold 4,649 NACCO Industries shares in Q2 2019, an estimated $178K.
Marshall Wace first reported a position in NACCO Industries in Q4 2018 and held it in 2 quarters.
Marshall Wace's NACCO Industries position peaked at $178K in Q1 2019.
73 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2019.

Based on Marshall Wace's 13F filing for Q2 2019, filed 14 Aug 2019.