Gideon Capital Advisors’s Box BOX Stock Holding History

Gideon Capital Advisors’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 Q4	–	Sell	-30,757	Closed	-$735K	–	380
2018 Q3	$735K	Buy	30,757 +11,894	+63%	+$299K	0.35%	79
2018 Q2	$471K	Buy	+18,863	New	+$468K	0.24%	155

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

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

SQN Investors Menlo Park, California $12.8M AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Gideon Capital Advisors's BOX Position: Q4 2018 in Review

Gideon Capital Advisors sold out of Box (BOX) in Q4 2018, closing a stake of 30,757 shares — an estimated $735K sold.

Gideon Capital Advisors first reported a position in BOX in Q2 2018 and held it in 2 quarters. The position peaked at $735K in Q3 2018. 257 funds tracked by Wall St. Rank hold BOX as of Q4 2018.

Gideon Capital Advisors reported no remaining Box position as of Q4 2018 after selling out during the quarter.
Gideon Capital Advisors sold 30,757 Box shares in Q4 2018, an estimated $735K.
Gideon Capital Advisors first reported a position in Box in Q2 2018 and held it in 2 quarters.
Gideon Capital Advisors's Box position peaked at $735K in Q3 2018.
257 funds tracked by Wall St. Rank held Box as of Q4 2018.

Based on Gideon Capital Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.