CWM
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Capital Wealth Management’s Box BOX Stock Holding History

Capital Wealth Management’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
Q4 		– Sell
-15,313
Closed -$366K – 35
2018
Q3 		$366K Hold
15,313
– – 0.32% 31
2018
Q2 		$383K Hold
15,313
– – 0.35% 30
2018
Q1 		$315K Hold
15,313
– – 0.3% 31
2017
Q4 		$323K Buy
+15,313
New +$323K 0.28% 34

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
SI
SQN Investors Menlo Park, California $12.8M AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Capital Wealth Management's BOX Position: Q4 2018 in Review

Capital Wealth Management sold out of Box (BOX) in Q4 2018, closing a stake of 15,313 shares — an estimated $366K sold.

Capital Wealth Management first reported a position in BOX in Q4 2017 and held it in 4 quarters. The position peaked at $383K in Q2 2018. 257 funds tracked by Wall St. Rank hold BOX as of Q4 2018.

  • Capital Wealth Management reported no remaining Box position as of Q4 2018 after selling out during the quarter.
  • Capital Wealth Management sold 15,313 Box shares in Q4 2018, an estimated $366K.
  • Capital Wealth Management first reported a position in Box in Q4 2017 and held it in 4 quarters.
  • Capital Wealth Management's Box position peaked at $383K in Q2 2018.
  • 257 funds tracked by Wall St. Rank held Box as of Q4 2018.

Based on Capital Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.