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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

SQN Investors Menlo Park, California $12.8M AUM

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

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

Baltimore-Washington Financial Advisors's BOX Position: Q1 2018 in Review

Baltimore-Washington Financial Advisors sold out of Box (BOX) in Q1 2018, closing a stake of 189,635 shares — an estimated $4M sold.

Baltimore-Washington Financial Advisors first reported a position in BOX in Q3 2015 and held it in 4 quarters. The position peaked at $4M in Q4 2017. 209 funds tracked by Wall St. Rank hold BOX as of Q1 2018.

Baltimore-Washington Financial Advisors reported no remaining Box position as of Q1 2018 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 189,635 Box shares in Q1 2018, an estimated $4M.
Baltimore-Washington Financial Advisors first reported a position in Box in Q3 2015 and held it in 4 quarters.
Baltimore-Washington Financial Advisors's Box position peaked at $4M in Q4 2017.
209 funds tracked by Wall St. Rank held Box as of Q1 2018.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2018, filed 16 Apr 2018.