IWMPD
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Integrated Wealth Management (Palm Desert)’s Box BOX Stock Holding History

Integrated Wealth Management (Palm Desert)’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
-230
Closed -$4K – 325
2016
Q3 		$4K Hold
230
– – ﹤0.01% 936
2016
Q2 		$2K Hold
230
– – ﹤0.01% 1050
2016
Q1 		$3K Hold
230
– – ﹤0.01% 921
2015
Q4 		$3K Buy
+230
New +$3.02K ﹤0.01% 1007

Other funds holding BOX

BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
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 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $104M AUM 22.23% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s BOX Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Box (BOX) in Q4 2016, closing a stake of 230 shares — an estimated $4K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BOX in Q4 2015 and held it in 4 quarters. The position peaked at $4K in Q3 2016. 144 funds tracked by Wall St. Rank hold BOX as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Box position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 230 Box shares in Q4 2016, an estimated $4K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Box in Q4 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s Box position peaked at $4K in Q3 2016.
  • 144 funds tracked by Wall St. Rank held Box as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.