Dorsey & Whitney Trust’s Box BOX Stock Holding History

Dorsey & Whitney Trust’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 Q3	–	Sell	-9,627	Closed	-$241K	–	425
2018 Q2	$241K	Buy	+9,627	New	+$239K	0.04%	311
2018 Q1	–	Sell	-9,627	Closed	-$203K	–	378
2017 Q4	$203K	Buy	+9,627	New	+$203K	0.04%	325

Other funds holding BOX

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

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SQN Investors Menlo Park, California $12.8M AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dorsey & Whitney Trust's BOX Position: Q3 2018 in Review

Dorsey & Whitney Trust sold out of Box (BOX) in Q3 2018, closing a stake of 9,627 shares — an estimated $241K sold.

Dorsey & Whitney Trust first reported a position in BOX in Q4 2017 and held it in 2 quarters. The position peaked at $241K in Q2 2018. 276 funds tracked by Wall St. Rank hold BOX as of Q3 2018.

Dorsey & Whitney Trust reported no remaining Box position as of Q3 2018 after selling out during the quarter.
Dorsey & Whitney Trust sold 9,627 Box shares in Q3 2018, an estimated $241K.
Dorsey & Whitney Trust first reported a position in Box in Q4 2017 and held it in 2 quarters.
Dorsey & Whitney Trust's Box position peaked at $241K in Q2 2018.
276 funds tracked by Wall St. Rank held Box as of Q3 2018.

Based on Dorsey & Whitney Trust's 13F filing for Q3 2018, filed 26 Oct 2018.