First Allied Advisory Services’s Box BOX Stock Holding History

First Allied Advisory Services’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	-9,490	Closed	-$233K	–	1185
2018 Q2	$233K	Buy	+9,490	New	+$235K	0.01%	987

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 $3.37T AUM 44.26% 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

First Allied Advisory Services's BOX Position: Q3 2018 in Review

First Allied Advisory Services sold out of Box (BOX) in Q3 2018, closing a stake of 9,490 shares — an estimated $233K sold.

First Allied Advisory Services first reported a position in BOX in Q2 2018 and held it in 1 quarter. The position peaked at $233K in Q2 2018. 276 funds tracked by Wall St. Rank hold BOX as of Q3 2018.

First Allied Advisory Services reported no remaining Box position as of Q3 2018 after selling out during the quarter.
First Allied Advisory Services sold 9,490 Box shares in Q3 2018, an estimated $233K.
First Allied Advisory Services first reported a position in Box in Q2 2018 and held it in 1 quarter.
First Allied Advisory Services's Box position peaked at $233K in Q2 2018.
276 funds tracked by Wall St. Rank held Box as of Q3 2018.

Based on First Allied Advisory Services's 13F filing for Q3 2018, filed 14 Nov 2018.