Intellectus Partners’s Box BOX Stock Holding History

Intellectus Partners’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	-2,600	Closed	-$4K	–	596
2017 Q4	$4K	Hold	2,600	–	–	﹤0.01%	557
2017 Q3	$3K	Buy	+2,600	New	+$48.8K	﹤0.01%	716

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SQN Investors Menlo Park, California $12.8M AUM

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

Intellectus Partners's BOX Position: Q2 2018 in Review

Intellectus Partners sold out of Box (BOX) in Q2 2018, closing a stake of 1,356 shares — an estimated $28K sold.

Intellectus Partners first reported a position in BOX in Q4 2016 and held it in 6 quarters. The position peaked at $56K in Q4 2017. 270 funds tracked by Wall St. Rank hold BOX as of Q2 2018.

Intellectus Partners reported no remaining Box position as of Q2 2018 after selling out during the quarter.
Intellectus Partners sold 1,356 Box shares in Q2 2018, an estimated $28K.
Intellectus Partners first reported a position in Box in Q4 2016 and held it in 6 quarters.
Intellectus Partners's Box position peaked at $56K in Q4 2017.
270 funds tracked by Wall St. Rank held Box as of Q2 2018.

Based on Intellectus Partners's 13F filing for Q2 2018, filed 14 Aug 2018.