UCFA
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United Capital Financial Advisors’s Box BOX Stock Holding History

United Capital 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
2019
Q1 		– Sell
-17,542
Closed -$296K – 1357
2018
Q4 		$296K Buy
17,542
+245
+1% +$4.51K ﹤0.01% 1068
2018
Q3 		$414K Buy
17,297
+3,353
+24% +$84.4K ﹤0.01% 1007
2018
Q2 		$348K Buy
+13,944
New +$346K ﹤0.01% 1037

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Capital Financial Advisors's BOX Position: Q1 2019 in Review

United Capital Financial Advisors sold out of Box (BOX) in Q1 2019, closing a stake of 17,542 shares — an estimated $296K sold.

United Capital Financial Advisors first reported a position in BOX in Q2 2018 and held it in 3 quarters. The position peaked at $414K in Q3 2018. 270 funds tracked by Wall St. Rank hold BOX as of Q1 2019.

  • United Capital Financial Advisors reported no remaining Box position as of Q1 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 17,542 Box shares in Q1 2019, an estimated $296K.
  • United Capital Financial Advisors first reported a position in Box in Q2 2018 and held it in 3 quarters.
  • United Capital Financial Advisors's Box position peaked at $414K in Q3 2018.
  • 270 funds tracked by Wall St. Rank held Box as of Q1 2019.

Based on United Capital Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.