Cavalier Investments’s Boise Cascade BCC Stock Holding History

Cavalier Investments’s Portfolio BCC Stock Details BCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-59,500	Closed	-$2.19M	–	161
2018 Q3	$2.19M	Hold	59,500	–	–	0.64%	38
2018 Q2	$2.66M	Buy	59,500 +16,600	+39%	+$729K	0.9%	23
2018 Q1	$1.66M	Buy	42,900 +20,900	+95%	+$868K	0.58%	36
2017 Q4	$878K	Buy	+22,000	New	+$815K	0.35%	64

Other funds holding BCC

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Cavalier Investments's BCC Position: Q4 2018 in Review

Cavalier Investments sold out of Boise Cascade (BCC) in Q4 2018, closing a stake of 59,500 shares — an estimated $2.19M sold.

Cavalier Investments first reported a position in BCC in Q4 2017 and held it in 4 quarters. The position peaked at $2.66M in Q2 2018. 207 funds tracked by Wall St. Rank hold BCC as of Q4 2018.

Cavalier Investments reported no remaining Boise Cascade position as of Q4 2018 after selling out during the quarter.
Cavalier Investments sold 59,500 Boise Cascade shares in Q4 2018, an estimated $2.19M.
Cavalier Investments first reported a position in Boise Cascade in Q4 2017 and held it in 4 quarters.
Cavalier Investments's Boise Cascade position peaked at $2.66M in Q2 2018.
207 funds tracked by Wall St. Rank held Boise Cascade as of Q4 2018.

Based on Cavalier Investments's 13F filing for Q4 2018, filed 1 Feb 2019.