Grimes & Company’s Box BOX Stock Holding History

Grimes & Company’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
2016 Q4	–	Sell	-11,000	Closed	-$173K	–	201
2016 Q3	$173K	Hold	11,000	–	–	0.02%	188
2016 Q2	$114K	Hold	11,000	–	–	0.02%	201
2016 Q1	$135K	Buy	+11,000	New	+$125K	0.02%	190

Other funds holding BOX

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

Sapphire Ventures Austin, Texas $104M AUM 22.23% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Grimes & Company's BOX Position: Q4 2016 in Review

Grimes & Company sold out of Box (BOX) in Q4 2016, closing a stake of 11,000 shares — an estimated $173K sold.

Grimes & Company first reported a position in BOX in Q1 2016 and held it in 3 quarters. The position peaked at $173K in Q3 2016. 144 funds tracked by Wall St. Rank hold BOX as of Q4 2016.

Grimes & Company reported no remaining Box position as of Q4 2016 after selling out during the quarter.
Grimes & Company sold 11,000 Box shares in Q4 2016, an estimated $173K.
Grimes & Company first reported a position in Box in Q1 2016 and held it in 3 quarters.
Grimes & Company's Box position peaked at $173K in Q3 2016.
144 funds tracked by Wall St. Rank held Box as of Q4 2016.

Based on Grimes & Company's 13F filing for Q4 2016, filed 24 Jan 2017.