BWFA
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Baltimore-Washington Financial Advisors’s Box BOX Stock Holding History

Baltimore-Washington Financial 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
Q1 		– Sell
-189,635
Closed -$4M – 86
2017
Q4 		$4M Buy
189,635
+3,250
+2% +$68.5K 0.84% 54
2017
Q3 		$3.6M Buy
186,385
+20,160
+12% +$379K 0.82% 55
2017
Q2 		$3.03M Buy
+166,225
New +$3M 0.73% 55
2015
Q4 		– Sell
-625
Closed -$7K – 107
2015
Q3 		$7K Buy
+625
New +$9.31K ﹤0.01% 216

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $61.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return