Laird Norton Wetherby Wealth Management’s Box BOX Stock Holding History

Laird Norton Wetherby 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 Q2	–	Sell	-28,802	Closed	-$592K	–	646
2018 Q1	$592K	Hold	28,802	–	–	0.08%	293
2017 Q4	$608K	Sell	28,802 -17,536	-38%	-$370K	0.08%	294
2017 Q3	$895K	Buy	+46,338	New	+$871K	0.13%	182
2017 Q2	–	Sell	-13,280	Closed	-$217K	–	569
2017 Q1	$217K	Sell	13,280 -15,586	-54%	-$264K	0.04%	504
2016 Q4	$400K	Sell	28,866 -39,387	-58%	-$583K	0.08%	321
2016 Q3	$1.08M	Sell	68,253 -10,187	-13%	-$129K	0.22%	102
2016 Q2	$811K	Sell	78,440 -32,045	-29%	-$383K	0.18%	125
2016 Q1	$1.35M	Sell	110,485 -25,468	-19%	-$289K	0.32%	64
2015 Q4	$1.9M	Sell	135,953 -35,366	-21%	-$464K	0.46%	49
2015 Q3	$2.15M	Buy	+171,319	New	+$2.55M	0.55%	35

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

Laird Norton Wetherby Wealth Management's BOX Position: Q2 2018 in Review

Laird Norton Wetherby Wealth Management sold out of Box (BOX) in Q2 2018, closing a stake of 28,802 shares — an estimated $592K sold.

Laird Norton Wetherby Wealth Management first reported a position in BOX in Q3 2015 and held it in 10 quarters. The position peaked at $2.15M in Q3 2015. 270 funds tracked by Wall St. Rank hold BOX as of Q2 2018.

Laird Norton Wetherby Wealth Management reported no remaining Box position as of Q2 2018 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 28,802 Box shares in Q2 2018, an estimated $592K.
Laird Norton Wetherby Wealth Management first reported a position in Box in Q3 2015 and held it in 10 quarters.
Laird Norton Wetherby Wealth Management's Box position peaked at $2.15M in Q3 2015.
270 funds tracked by Wall St. Rank held Box as of Q2 2018.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2018, filed 24 Jul 2018.