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Reilly Financial Advisors’s Box BOX Stock Holding History

Reilly Financial 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
2017
Q2 		– Sell
-1,000
Closed -$16K – 943
2017
Q1 		$16K Buy
+1,000
New +$16.9K ﹤0.01% 515
2016
Q4 		– Sell
-500
Closed -$8K – 840
2016
Q3 		$8K Buy
+500
New +$6.33K ﹤0.01% 566

Other funds holding BOX

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

Reilly Financial Advisors's BOX Position: Q2 2017 in Review

Reilly Financial Advisors sold out of Box (BOX) in Q2 2017, closing a stake of 1,000 shares — an estimated $16K sold.

Reilly Financial Advisors first reported a position in BOX in Q3 2016 and held it in 2 quarters. The position peaked at $16K in Q1 2017. 185 funds tracked by Wall St. Rank hold BOX as of Q2 2017.

  • Reilly Financial Advisors reported no remaining Box position as of Q2 2017 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,000 Box shares in Q2 2017, an estimated $16K.
  • Reilly Financial Advisors first reported a position in Box in Q3 2016 and held it in 2 quarters.
  • Reilly Financial Advisors's Box position peaked at $16K in Q1 2017.
  • 185 funds tracked by Wall St. Rank held Box as of Q2 2017.

Based on Reilly Financial Advisors's 13F filing for Q2 2017, filed 19 Jul 2017.