FAM
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Fortaleza Asset Management’s Box BOX Stock Holding History

Fortaleza Asset Management’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
Q1 		– Sell
-11,615
Closed -$245K – 92
2017
Q4 		$245K Hold
11,615
– – 1.54% 15
2017
Q3 		$224K Hold
11,615
– – 0.41% 73
2017
Q2 		$212K Buy
11,615
+5,375
+86% +$96.9K 0.4% 78
2017
Q1 		$102K Hold
6,240
– – 0.21% 130
2016
Q4 		$86K Buy
+6,240
New +$92.3K 0.18% 137

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Fidelity Investments
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First Trust Advisors
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SI
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Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return