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Osborne Partners Capital Management’s Box BOX Stock Holding History

Osborne Partners Capital 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
2017
Q2 		– Sell
-115,413
Closed -$1.88M – 183
2017
Q1 		$1.88M Hold
115,413
– – 0.27% 93
2016
Q4 		$1.6M Buy
+115,413
New +$1.71M 0.23% 99

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BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Osborne Partners Capital Management's BOX Position: Q2 2017 in Review

Osborne Partners Capital Management sold out of Box (BOX) in Q2 2017, closing a stake of 115,413 shares — an estimated $1.88M sold.

Osborne Partners Capital Management first reported a position in BOX in Q4 2016 and held it in 2 quarters. The position peaked at $1.88M in Q1 2017. 185 funds tracked by Wall St. Rank hold BOX as of Q2 2017.

  • Osborne Partners Capital Management reported no remaining Box position as of Q2 2017 after selling out during the quarter.
  • Osborne Partners Capital Management sold 115,413 Box shares in Q2 2017, an estimated $1.88M.
  • Osborne Partners Capital Management first reported a position in Box in Q4 2016 and held it in 2 quarters.
  • Osborne Partners Capital Management's Box position peaked at $1.88M in Q1 2017.
  • 185 funds tracked by Wall St. Rank held Box as of Q2 2017.

Based on Osborne Partners Capital Management's 13F filing for Q2 2017, filed 24 Jul 2017.