BKA
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Brick & Kyle Associates’s Box BOX Stock Holding History

Brick & Kyle Associates’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
2017
Q2 		– Sell
-500
Closed -$8K – 125
2017
Q1 		$8K Hold
500
– – 0.01% 353
2016
Q4 		$7K Hold
500
– – 0.01% 363
2016
Q3 		$8K Hold
500
– – 0.01% 361
2016
Q2 		$5K Hold
500
– – ﹤0.01% 385
2016
Q1 		$6K Hold
500
– – 0.01% 372
2015
Q4 		$7K Hold
500
– – 0.01% 355
2015
Q3 		$6K Hold
500
– – 0.01% 376
2015
Q2 		$9K Hold
500
– – 0.01% 372
2015
Q1 		$10K Buy
+500
New +$9.4K 0.01% 364

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return