CPIG
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Chicago Partners Investment Group’s Box BOX Stock Holding History

Chicago Partners Investment Group’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
-1,625
Closed -$28K – 403
2018
Q3 		$28K Buy
1,625
+125
+8% +$3.15K ﹤0.01% 617
2018
Q2 		$37K Buy
+1,500
New +$37.2K 0.01% 540

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 $3.38T AUM 44.17% 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

Chicago Partners Investment Group's BOX Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Box (BOX) in Q4 2018, closing a stake of 1,625 shares — an estimated $28K sold.

Chicago Partners Investment Group first reported a position in BOX in Q2 2018 and held it in 2 quarters. The position peaked at $37K in Q2 2018. 257 funds tracked by Wall St. Rank hold BOX as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining Box position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 1,625 Box shares in Q4 2018, an estimated $28K.
  • Chicago Partners Investment Group first reported a position in Box in Q2 2018 and held it in 2 quarters.
  • Chicago Partners Investment Group's Box position peaked at $37K in Q2 2018.
  • 257 funds tracked by Wall St. Rank held Box as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.