Advisory Research’s Boxwood Merger Corp. Unit BWMCU Stock Holding History

Advisory Research’s Portfolio BWMCU Stock Details BWMCU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-882,710	Closed	-$9.49M	–	365
2019 Q3	$9.49M	Hold	882,710	–	–	0.46%	70
2019 Q2	$9.09M	Sell	882,710 -25,830	-3%	-$263K	0.18%	108
2019 Q1	$9.17M	Buy	908,540 +4,180	+0.5%	+$41.7K	0.18%	106
2018 Q4	$8.98M	Buy	+904,360	New	+$9.01M	0.19%	116

Other funds holding BWMCU

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisory Research's BWMCU Position: Q4 2019 in Review

Advisory Research sold out of Boxwood Merger Corp. Unit (BWMCU) in Q4 2019, closing a stake of 882,710 shares — an estimated $9.49M sold.

Advisory Research first reported a position in BWMCU in Q4 2018 and held it in 4 quarters. The position peaked at $9.49M in Q3 2019. 5 funds tracked by Wall St. Rank hold BWMCU as of Q4 2019.

Advisory Research reported no remaining Boxwood Merger Corp. Unit position as of Q4 2019 after selling out during the quarter.
Advisory Research sold 882,710 Boxwood Merger Corp. Unit shares in Q4 2019, an estimated $9.49M.
Advisory Research first reported a position in Boxwood Merger Corp. Unit in Q4 2018 and held it in 4 quarters.
Advisory Research's Boxwood Merger Corp. Unit position peaked at $9.49M in Q3 2019.
5 funds tracked by Wall St. Rank held Boxwood Merger Corp. Unit as of Q4 2019.

Based on Advisory Research's 13F filing for Q4 2019, filed 11 Feb 2020.