ACI
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Advance Capital I’s BOK Financial BOKF Stock Holding History

Advance Capital I’s Portfolio BOKF Stock Details BOKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-10,800
Closed -$661K – 206
2015
Q1 		$661K Buy
+10,800
New +$630K 0.41% 136

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Advance Capital I's BOKF Position: Q2 2015 in Review

Advance Capital I sold out of BOK Financial (BOKF) in Q2 2015, closing a stake of 10,800 shares — an estimated $661K sold.

Advance Capital I first reported a position in BOKF in Q1 2015 and held it in 1 quarter. The position peaked at $661K in Q1 2015. 155 funds tracked by Wall St. Rank hold BOKF as of Q2 2015.

  • Advance Capital I reported no remaining BOK Financial position as of Q2 2015 after selling out during the quarter.
  • Advance Capital I sold 10,800 BOK Financial shares in Q2 2015, an estimated $661K.
  • Advance Capital I first reported a position in BOK Financial in Q1 2015 and held it in 1 quarter.
  • Advance Capital I's BOK Financial position peaked at $661K in Q1 2015.
  • 155 funds tracked by Wall St. Rank held BOK Financial as of Q2 2015.

Based on Advance Capital I's 13F filing for Q2 2015, filed 3 Aug 2015.