Arcadia Investment Management’s Box BOX Stock Holding History

Arcadia Investment Management’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 Q2	–	Sell	-788	Closed	-$16K	–	333
2018 Q1	$16K	Hold	788	–	–	﹤0.01%	297
2017 Q4	$17K	Hold	788	–	–	﹤0.01%	301
2017 Q3	$15K	Hold	788	–	–	﹤0.01%	314
2017 Q2	$14K	Hold	788	–	–	﹤0.01%	307
2017 Q1	$13K	Buy	+788	New	+$13.3K	﹤0.01%	357

Other funds holding BOX

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Renaissance Technologies

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

SQN Investors Menlo Park, California $12.8M AUM

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