WSCM
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Wellington Shields Capital Management’s Box BOX Stock Holding History

Wellington Shields Capital Management’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
2016
Q2 		– Sell
-13,800
Closed -$169K – 317
2016
Q1 		$169K Sell
13,800
-450
-3% -$5.11K 0.03% 294
2015
Q4 		$199K Buy
+14,250
New +$187K 0.03% 289

Other funds holding BOX

BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.37B AUM 63.08% 1-Year Est. Return
NM
Nokota Management New York $100M AUM
SVGI
Sapphire Ventures (GPE) I Palo Alto, California $115M AUM 11.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DM
DST Managers Grand Cayman, Cayman Islands $733K AUM