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Apriem Advisors’s Box BOX Stock Holding History

Apriem Advisors’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-500
Closed -$12K – 176
2018
Q2 		$12K Buy
+500
New +$12.4K ﹤0.01% 399

Other funds holding BOX

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
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Apriem Advisors's BOX Position: Q3 2018 in Review

Apriem Advisors sold out of Box (BOX) in Q3 2018, closing a stake of 500 shares — an estimated $12K sold.

Apriem Advisors first reported a position in BOX in Q2 2018 and held it in 1 quarter. The position peaked at $12K in Q2 2018. 276 funds tracked by Wall St. Rank hold BOX as of Q3 2018.

  • Apriem Advisors reported no remaining Box position as of Q3 2018 after selling out during the quarter.
  • Apriem Advisors sold 500 Box shares in Q3 2018, an estimated $12K.
  • Apriem Advisors first reported a position in Box in Q2 2018 and held it in 1 quarter.
  • Apriem Advisors's Box position peaked at $12K in Q2 2018.
  • 276 funds tracked by Wall St. Rank held Box as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.