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Advisor Group’s BOK Financial BOKF Stock Holding History

Advisor Group’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
2019
Q4 		$192K Sell
2,199
-128
-6% -$10.4K ﹤0.01% 2427
2019
Q3 		$185K Buy
2,327
+49
+2% +$3.84K ﹤0.01% 2379
2019
Q2 		$172K Buy
2,278
+384
+20% +$31.1K ﹤0.01% 2427
2019
Q1 		$154K Sell
1,894
-64
-3% -$5.38K ﹤0.01% 2494
2018
Q4 		$144K Buy
1,958
+4
+0.2% +$339 ﹤0.01% 2343
2018
Q3 		$190K Buy
1,954
+1,092
+127% +$109K ﹤0.01% 2200
2018
Q2 		$81K Sell
862
-29
-3% -$2.94K ﹤0.01% 2685
2018
Q1 		$89K Sell
891
-10
-1% -$964 ﹤0.01% 2636
2017
Q4 		$84K Buy
901
+13
+1% +$1.15K ﹤0.01% 2703
2017
Q3 		$80K Sell
888
-105
-11% -$8.76K ﹤0.01% 2588
2017
Q2 		$84K Buy
993
+234
+31% +$19.1K ﹤0.01% 2448
2017
Q1 		$59K Buy
759
+33
+5% +$2.69K ﹤0.01% 2576
2016
Q4 		$60K Buy
726
+263
+57% +$20.2K ﹤0.01% 2461
2016
Q3 		$32K Buy
463
+6
+1% +$398 ﹤0.01% 2848
2016
Q2 		$27K Buy
+457
New +$27.1K ﹤0.01% 2854

Other funds holding BOKF

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Advisor Group's BOKF Position: Q4 2019 in Review

Advisor Group reduced its BOK Financial (BOKF) stake by 5.5% in Q4 2019, selling an estimated $10.4K and leaving 2,199 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #2427.

Advisor Group first reported a position in BOKF in Q2 2016 and has held it in 15 quarters since. 190 funds tracked by Wall St. Rank hold BOKF as of Q4 2019.

  • Advisor Group held 2,199 shares of BOK Financial worth $192K as of Q4 2019.
  • Advisor Group sold 128 BOK Financial shares in Q4 2019, an estimated $10.4K.
  • BOK Financial made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2427 holding.
  • Advisor Group first reported a position in BOK Financial in Q2 2016 and has held it in 15 quarters since.
  • 190 funds tracked by Wall St. Rank held BOK Financial as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.