M Holdings Securities’s Box BOX Stock Holding History

M Holdings Securities’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	-10,225	Closed	-$244K	–	335
2018 Q3	$244K	Buy	10,225 +1,725	+20%	+$43.4K	0.06%	309
2018 Q2	$212K	Buy	+8,500	New	+$211K	0.06%	326

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

M Holdings Securities's BOX Position: Q4 2018 in Review

M Holdings Securities sold out of Box (BOX) in Q4 2018, closing a stake of 10,225 shares — an estimated $244K sold.

M Holdings Securities first reported a position in BOX in Q2 2018 and held it in 2 quarters. The position peaked at $244K in Q3 2018. 257 funds tracked by Wall St. Rank hold BOX as of Q4 2018.

M Holdings Securities reported no remaining Box position as of Q4 2018 after selling out during the quarter.
M Holdings Securities sold 10,225 Box shares in Q4 2018, an estimated $244K.
M Holdings Securities first reported a position in Box in Q2 2018 and held it in 2 quarters.
M Holdings Securities's Box position peaked at $244K in Q3 2018.
257 funds tracked by Wall St. Rank held Box as of Q4 2018.

Based on M Holdings Securities's 13F filing for Q4 2018, filed 15 Feb 2019.