KJWM
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Kiley Juergens Wealth Management’s Box BOX Stock Holding History

Kiley Juergens Wealth Management’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
-500
Closed -$11K – 114
2018
Q3 		$11K Hold
500
– – 0.01% 448
2018
Q2 		$12K Buy
+500
New +$12.4K 0.01% 407
2018
Q1 		– Sell
-500
Closed -$10K – 149
2017
Q4 		$10K Buy
+500
New +$10.5K 0.01% 455

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Kiley Juergens Wealth Management's BOX Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Box (BOX) in Q4 2018, closing a stake of 500 shares — an estimated $11K sold.

Kiley Juergens Wealth Management first reported a position in BOX in Q4 2017 and held it in 3 quarters. The position peaked at $12K in Q2 2018. 257 funds tracked by Wall St. Rank hold BOX as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Box position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 500 Box shares in Q4 2018, an estimated $11K.
  • Kiley Juergens Wealth Management first reported a position in Box in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Box position peaked at $12K in Q2 2018.
  • 257 funds tracked by Wall St. Rank held Box as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.