Tortoise Index Solutions’s Box BOX Stock Holding History

Tortoise Index Solutions’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
2019 Q4	–	Sell	-1,630	Closed	-$27K	–	112
2019 Q3	$27K	Buy	1,630 +641	+65%	+$10.3K	0.01%	138
2019 Q2	$17K	Buy	989 +54	+6%	+$1.03K	0.01%	142
2019 Q1	$18K	Buy	+935	New	+$19.4K	0.01%	144

Other funds holding BOX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

BCM

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Tortoise Index Solutions's BOX Position: Q4 2019 in Review

Tortoise Index Solutions sold out of Box (BOX) in Q4 2019, closing a stake of 1,630 shares — an estimated $27K sold.

Tortoise Index Solutions first reported a position in BOX in Q1 2019 and held it in 3 quarters. The position peaked at $27K in Q3 2019. 250 funds tracked by Wall St. Rank hold BOX as of Q4 2019.

Tortoise Index Solutions reported no remaining Box position as of Q4 2019 after selling out during the quarter.
Tortoise Index Solutions sold 1,630 Box shares in Q4 2019, an estimated $27K.
Tortoise Index Solutions first reported a position in Box in Q1 2019 and held it in 3 quarters.
Tortoise Index Solutions's Box position peaked at $27K in Q3 2019.
250 funds tracked by Wall St. Rank held Box as of Q4 2019.

Based on Tortoise Index Solutions's 13F filing for Q4 2019, filed 14 Feb 2020.