EWM
BLOX

Edge Wealth Management’s Infoblox Inc BLOX Stock Holding History

Edge Wealth Management’s Portfolio BLOX Stock Details BLOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-8,000
Closed -$210K – 488
2015
Q2 		$210K Buy
+8,000
New +$202K 0.07% 106
2014
Q4 		– Sell
-850
Closed -$13K – 448
2014
Q3 		$13K Sell
850
-1,000
-54% -$13K 0.01% 292
2014
Q2 		$24K Buy
1,850
+1,200
+185% +$20.5K 0.01% 234
2014
Q1 		$13K Buy
+650
New +$18K 0.01% 273

Other funds holding BLOX

CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Edge Wealth Management's BLOX Position: Q3 2015 in Review

Edge Wealth Management sold out of Infoblox Inc (BLOX) in Q3 2015, closing a stake of 8,000 shares — an estimated $210K sold.

Edge Wealth Management first reported a position in BLOX in Q1 2014 and held it in 4 quarters. The position peaked at $210K in Q2 2015. 144 funds tracked by Wall St. Rank hold BLOX as of Q3 2015.

  • Edge Wealth Management reported no remaining Infoblox Inc position as of Q3 2015 after selling out during the quarter.
  • Edge Wealth Management sold 8,000 Infoblox Inc shares in Q3 2015, an estimated $210K.
  • Edge Wealth Management first reported a position in Infoblox Inc in Q1 2014 and held it in 4 quarters.
  • Edge Wealth Management's Infoblox Inc position peaked at $210K in Q2 2015.
  • 144 funds tracked by Wall St. Rank held Infoblox Inc as of Q3 2015.

Based on Edge Wealth Management's 13F filing for Q3 2015, filed 7 Oct 2015.