Whitener Capital Management’s Box BOX Stock Holding History

Whitener 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
2018 Q4	–	Sell	-300	Closed	-$7K	–	439
2018 Q3	$7K	Buy	+300	New	+$7.55K	﹤0.01%	359

Other funds holding BOX

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

BCM

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

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

SQN Investors Menlo Park, California $12.8M AUM

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Whitener Capital Management's BOX Position: Q4 2018 in Review

Whitener Capital Management sold out of Box (BOX) in Q4 2018, closing a stake of 300 shares — an estimated $7K sold.

Whitener Capital Management first reported a position in BOX in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 257 funds tracked by Wall St. Rank hold BOX as of Q4 2018.

Whitener Capital Management reported no remaining Box position as of Q4 2018 after selling out during the quarter.
Whitener Capital Management sold 300 Box shares in Q4 2018, an estimated $7K.
Whitener Capital Management first reported a position in Box in Q3 2018 and held it in 1 quarter.
Whitener Capital Management's Box position peaked at $7K in Q3 2018.
257 funds tracked by Wall St. Rank held Box as of Q4 2018.

Based on Whitener Capital Management's 13F filing for Q4 2018, filed 6 Feb 2019.