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

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

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

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

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

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

Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Brick & Kyle Associates's BOX Position: Q2 2017 in Review

Brick & Kyle Associates sold out of Box (BOX) in Q2 2017, closing a stake of 500 shares — an estimated $8K sold.

Brick & Kyle Associates first reported a position in BOX in Q1 2015 and held it in 9 quarters. The position peaked at $10K in Q1 2015. 185 funds tracked by Wall St. Rank hold BOX as of Q2 2017.

Brick & Kyle Associates reported no remaining Box position as of Q2 2017 after selling out during the quarter.
Brick & Kyle Associates sold 500 Box shares in Q2 2017, an estimated $8K.
Brick & Kyle Associates first reported a position in Box in Q1 2015 and held it in 9 quarters.
Brick & Kyle Associates's Box position peaked at $10K in Q1 2015.
185 funds tracked by Wall St. Rank held Box as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.