B. Riley Wealth Advisors’s Box BOX Stock Holding History

B. Riley Wealth 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	-12,915	Closed	-$323K	–	723
2018 Q2	$323K	Buy	+12,915	New	+$320K	0.04%	434

Other funds holding BOX

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

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 Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SQN Investors Menlo Park, California $12.8M AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

B. Riley Wealth Advisors's BOX Position: Q3 2018 in Review

B. Riley Wealth Advisors sold out of Box (BOX) in Q3 2018, closing a stake of 12,915 shares — an estimated $323K sold.

B. Riley Wealth Advisors first reported a position in BOX in Q2 2018 and held it in 1 quarter. The position peaked at $323K in Q2 2018. 276 funds tracked by Wall St. Rank hold BOX as of Q3 2018.

B. Riley Wealth Advisors reported no remaining Box position as of Q3 2018 after selling out during the quarter.
B. Riley Wealth Advisors sold 12,915 Box shares in Q3 2018, an estimated $323K.
B. Riley Wealth Advisors first reported a position in Box in Q2 2018 and held it in 1 quarter.
B. Riley Wealth Advisors's Box position peaked at $323K in Q2 2018.
276 funds tracked by Wall St. Rank held Box as of Q3 2018.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.