MSI Financial Services’s Box BOX Stock Holding History

MSI Financial Services’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
2016 Q4	$17K	Buy	1,250 +200	+19%	+$2.96K	﹤0.01%	2483
2016 Q3	$17K	Buy	1,050 +250	+31%	+$3.17K	﹤0.01%	2472
2016 Q2	$8K	Buy	800 +100	+14%	+$1.2K	﹤0.01%	2872
2016 Q1	$9K	Buy	700 +400	+133%	+$4.54K	﹤0.01%	2815
2015 Q4	$4K	Hold	300	–	–	﹤0.01%	3158
2015 Q3	$4K	Hold	300	–	–	﹤0.01%	2480
2015 Q2	$6K	Hold	300	–	–	﹤0.01%	2337
2015 Q1	$6K	Buy	+300	New	+$5.64K	﹤0.01%	2341

Other funds holding BOX

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

MSI Financial Services's BOX Position: Q4 2016 in Review

MSI Financial Services increased its Box (BOX) stake by 19% in Q4 2016, buying an estimated $2.96K and bringing the position to 1,250 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #2483.

MSI Financial Services first reported a position in BOX in Q1 2015 and has held it in 8 quarters since. 144 funds tracked by Wall St. Rank hold BOX as of Q4 2016.

MSI Financial Services held 1,250 shares of Box worth $17K as of Q4 2016.
MSI Financial Services bought 200 Box shares in Q4 2016, an estimated $2.96K.
Box made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2483 holding.
MSI Financial Services first reported a position in Box in Q1 2015 and has held it in 8 quarters since.
144 funds tracked by Wall St. Rank held Box as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.