GW
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GW & Wade’s Box BOX Stock Holding History

GW & Wade’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
-10,309
Closed -$258K – 242
2018
Q2 		$258K Buy
+10,309
New +$256K 0.03% 207

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GW & Wade's BOX Position: Q3 2018 in Review

GW & Wade sold out of Box (BOX) in Q3 2018, closing a stake of 10,309 shares — an estimated $258K sold.

GW & Wade first reported a position in BOX in Q2 2018 and held it in 1 quarter. The position peaked at $258K in Q2 2018. 276 funds tracked by Wall St. Rank hold BOX as of Q3 2018.

  • GW & Wade reported no remaining Box position as of Q3 2018 after selling out during the quarter.
  • GW & Wade sold 10,309 Box shares in Q3 2018, an estimated $258K.
  • GW & Wade first reported a position in Box in Q2 2018 and held it in 1 quarter.
  • GW & Wade's Box position peaked at $258K in Q2 2018.
  • 276 funds tracked by Wall St. Rank held Box as of Q3 2018.

Based on GW & Wade's 13F filing for Q3 2018, filed 7 Nov 2018.