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Emerald Mutual Fund Advisers Trust’s Box BOX Stock Holding History

Emerald Mutual Fund Advisers 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
2019
Q1 		– Sell
-443,089
Closed -$7.48M – 214
2018
Q4 		$7.48M Sell
443,089
-312,810
-41% -$5.76M 0.35% 101
2018
Q3 		$18.1M Sell
755,899
-129,130
-15% -$3.25M 0.61% 58
2018
Q2 		$22.1M Buy
885,029
+178,489
+25% +$4.42M 0.8% 29
2018
Q1 		$14.5M Sell
706,540
-20,600
-3% -$443K 0.57% 59
2017
Q4 		$15.4M Buy
727,140
+5,150
+0.7% +$109K 0.61% 55
2017
Q3 		$13.9M Buy
721,990
+224,210
+45% +$4.21M 0.58% 63
2017
Q2 		$9.08M Buy
+497,780
New +$8.98M 0.4% 95

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return