Lowe Wealth Advisors’s Box BOX Stock Holding History

Lowe Wealth Advisors’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	-151	Closed	-$4K	–	259
2018 Q3	$4K	Buy	+151	New	+$3.8K	﹤0.01%	196

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

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

SQN Investors Menlo Park, California $12.8M AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Lowe Wealth Advisors's BOX Position: Q4 2018 in Review

Lowe Wealth Advisors sold out of Box (BOX) in Q4 2018, closing a stake of 151 shares — an estimated $4K sold.

Lowe Wealth Advisors first reported a position in BOX in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 257 funds tracked by Wall St. Rank hold BOX as of Q4 2018.

Lowe Wealth Advisors reported no remaining Box position as of Q4 2018 after selling out during the quarter.
Lowe Wealth Advisors sold 151 Box shares in Q4 2018, an estimated $4K.
Lowe Wealth Advisors first reported a position in Box in Q3 2018 and held it in 1 quarter.
Lowe Wealth Advisors's Box position peaked at $4K in Q3 2018.
257 funds tracked by Wall St. Rank held Box as of Q4 2018.

Based on Lowe Wealth Advisors's 13F filing for Q4 2018, filed 10 Jan 2019.