Stanford Investment Group’s Box BOX Stock Holding History

Stanford Investment Group’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 Q1	–	Sell	-26,611	Closed	-$369K	–	41
2016 Q4	$369K	Buy	26,611 +4	+0%	+$59	0.18%	37
2016 Q3	$419K	Sell	26,607 -862	-3%	-$10.9K	0.2%	35
2016 Q2	$284K	Buy	27,469 +586	+2%	+$7.01K	0.14%	42
2016 Q1	$330K	Buy	26,883 +317	+1%	+$3.6K	0.19%	39
2015 Q4	$371K	Sell	26,566 -424	-2%	-$5.56K	0.2%	38
2015 Q3	$340K	Buy	+26,990	New	+$402K	0.25%	34

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

CAM

Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Stanford Investment Group's BOX Position: Q1 2017 in Review

Stanford Investment Group sold out of Box (BOX) in Q1 2017, closing a stake of 26,611 shares — an estimated $369K sold.

Stanford Investment Group first reported a position in BOX in Q3 2015 and held it in 6 quarters. The position peaked at $419K in Q3 2016. 155 funds tracked by Wall St. Rank hold BOX as of Q1 2017.

Stanford Investment Group reported no remaining Box position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 26,611 Box shares in Q1 2017, an estimated $369K.
Stanford Investment Group first reported a position in Box in Q3 2015 and held it in 6 quarters.
Stanford Investment Group's Box position peaked at $419K in Q3 2016.
155 funds tracked by Wall St. Rank held Box as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.