Advisory Research’s Boise Cascade BCC Stock Holding History

Advisory Research’s Portfolio BCC Stock Details BCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-92,654	Closed	-$3.4M	–	298
2015 Q2	$3.4M	Sell	92,654 -53,586	-37%	-$1.96M	0.04%	175
2015 Q1	$5.48M	Sell	146,240 -112,381	-43%	-$4.35M	0.06%	168
2014 Q4	$9.61M	Sell	258,621 -224,925	-47%	-$7.75M	0.1%	148
2014 Q3	$14.6M	Sell	483,546 -215,116	-31%	-$6.29M	0.14%	134
2014 Q2	$20M	Sell	698,662 -131,686	-16%	-$3.52M	0.19%	117
2014 Q1	$23.8M	Sell	830,348 -112,693	-12%	-$3.34M	0.25%	95
2013 Q4	$27.8M	Buy	943,041 +39,243	+4%	+$1.02M	0.29%	87
2013 Q3	$24.4M	Buy	903,798 +267,228	+42%	+$6.83M	0.26%	97
2013 Q2	$16.2M	Buy	+636,570	New	+$18.7M	0.18%	133

Other funds holding BCC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Advisory Research's BCC Position: Q3 2015 in Review

Advisory Research sold out of Boise Cascade (BCC) in Q3 2015, closing a stake of 92,654 shares — an estimated $3.4M sold.

Advisory Research first reported a position in BCC in Q2 2013 and held it in 9 quarters. The position peaked at $27.8M in Q4 2013. 171 funds tracked by Wall St. Rank hold BCC as of Q3 2015.

Advisory Research reported no remaining Boise Cascade position as of Q3 2015 after selling out during the quarter.
Advisory Research sold 92,654 Boise Cascade shares in Q3 2015, an estimated $3.4M.
Advisory Research first reported a position in Boise Cascade in Q2 2013 and held it in 9 quarters.
Advisory Research's Boise Cascade position peaked at $27.8M in Q4 2013.
171 funds tracked by Wall St. Rank held Boise Cascade as of Q3 2015.

Based on Advisory Research's 13F filing for Q3 2015, filed 13 Nov 2015.