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Broadview Advisors’s Box BOX Stock Holding History

Broadview 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
2019
Q2 		$1.65M Sell
93,700
-104,525
-53% -$2M 0.51% 57
2019
Q1 		$3.83M Sell
198,225
-57,650
-23% -$1.19M 1.04% 45
2018
Q4 		$4.32M Sell
255,875
-9,125
-3% -$168K 1.24% 40
2018
Q3 		$6.34M Buy
+265,000
New +$6.67M 1.08% 42

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Broadview Advisors's BOX Position: Q2 2019 in Review

Broadview Advisors reduced its Box (BOX) stake by 53% in Q2 2019, selling an estimated $2M and leaving 93,700 shares worth $1.65M. The position accounts for 0.51% of the portfolio, ranked #57.

Broadview Advisors first reported a position in BOX in Q3 2018 and has held it in 4 quarters since. The position peaked at $6.34M in Q3 2018. 258 funds tracked by Wall St. Rank hold BOX as of Q2 2019.

  • Broadview Advisors held 93,700 shares of Box worth $1.65M as of Q2 2019.
  • Broadview Advisors sold 104,525 Box shares in Q2 2019, an estimated $2M.
  • Box made up 0.51% of Broadview Advisors's portfolio in Q2 2019, its #57 holding.
  • Broadview Advisors first reported a position in Box in Q3 2018 and has held it in 4 quarters since.
  • Broadview Advisors's Box position peaked at $6.34M in Q3 2018.
  • 258 funds tracked by Wall St. Rank held Box as of Q2 2019.

Based on Broadview Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.