WealthTrust-Arizona’s Box BOX Stock Holding History

WealthTrust-Arizona’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
2015 Q3	–	Sell	-200	Closed	-$4K	–	583
2015 Q2	$4K	Buy	200 +100	+100%	+$1.75K	﹤0.01%	513
2015 Q1	$2K	Buy	+100	New	+$1.88K	﹤0.01%	582

Other funds holding BOX

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

UOC

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

SVGI

Sapphire Ventures (GPE) I Palo Alto, California $115M AUM 11.63% 1-Year Est. Return

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

DST Managers Grand Cayman, Cayman Islands $733K AUM

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return

WealthTrust-Arizona's BOX Position: Q3 2015 in Review

WealthTrust-Arizona sold out of Box (BOX) in Q3 2015, closing a stake of 200 shares — an estimated $4K sold.

WealthTrust-Arizona first reported a position in BOX in Q1 2015 and held it in 2 quarters. The position peaked at $4K in Q2 2015. 96 funds tracked by Wall St. Rank hold BOX as of Q3 2015.

WealthTrust-Arizona reported no remaining Box position as of Q3 2015 after selling out during the quarter.
WealthTrust-Arizona sold 200 Box shares in Q3 2015, an estimated $4K.
WealthTrust-Arizona first reported a position in Box in Q1 2015 and held it in 2 quarters.
WealthTrust-Arizona's Box position peaked at $4K in Q2 2015.
96 funds tracked by Wall St. Rank held Box as of Q3 2015.

Based on WealthTrust-Arizona's 13F filing for Q3 2015, filed 28 Oct 2015.