Capital Analysts LLC’s Box BOX Stock Holding History

Capital Analysts LLC’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
2015 Q4	–	Sell	-200	Closed	-$2.52K	–	381
2015 Q3	$2.52K	Buy	200 +100	+100%	+$1.49K	﹤0.01%	352
2015 Q2	$1.86K	Hold	100	–	–	﹤0.01%	369
2015 Q1	$1.98K	Buy	+100	New	+$1.88K	﹤0.01%	371

Other funds holding BOX

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

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nokota Management New York $165M AUM

SVGI

Sapphire Ventures (GPE) I Palo Alto, California $115M AUM 11.63% 1-Year Est. Return

DST Managers Grand Cayman, Cayman Islands $733K AUM

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Friess Associates Greenville, Delaware $59.9M AUM 3.42% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return

Capital Analysts LLC's BOX Position: Q4 2015 in Review

Capital Analysts LLC sold out of Box (BOX) in Q4 2015, closing a stake of 200 shares — an estimated $2.52K sold.

Capital Analysts LLC first reported a position in BOX in Q1 2015 and held it in 3 quarters. The position peaked at $2.52K in Q3 2015. 93 funds tracked by Wall St. Rank hold BOX as of Q4 2015.

Capital Analysts LLC reported no remaining Box position as of Q4 2015 after selling out during the quarter.
Capital Analysts LLC sold 200 Box shares in Q4 2015, an estimated $2.52K.
Capital Analysts LLC first reported a position in Box in Q1 2015 and held it in 3 quarters.
Capital Analysts LLC's Box position peaked at $2.52K in Q3 2015.
93 funds tracked by Wall St. Rank held Box as of Q4 2015.

Based on Capital Analysts LLC's 13F filing for Q4 2015, filed 16 Feb 2016.