Advisory Research’s BOK Financial BOKF Stock Holding History

Advisory Research’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
2016 Q1	–	Sell	-433,590	Closed	-$25.9M	–	263
2015 Q4	$25.9M	Sell	433,590 -24,575	-5%	-$1.61M	0.39%	75
2015 Q3	$29.6M	Sell	458,165 -47,230	-9%	-$3.07M	0.42%	72
2015 Q2	$35.2M	Sell	505,395 -36,799	-7%	-$2.41M	0.4%	74
2015 Q1	$33.2M	Buy	+542,194	New	+$31.6M	0.36%	71

Other funds holding BOKF

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

KAM

Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Advisory Research's BOKF Position: Q1 2016 in Review

Advisory Research sold out of BOK Financial (BOKF) in Q1 2016, closing a stake of 433,590 shares — an estimated $25.9M sold.

Advisory Research first reported a position in BOKF in Q1 2015 and held it in 4 quarters. The position peaked at $35.2M in Q2 2015. 148 funds tracked by Wall St. Rank hold BOKF as of Q1 2016.

Advisory Research reported no remaining BOK Financial position as of Q1 2016 after selling out during the quarter.
Advisory Research sold 433,590 BOK Financial shares in Q1 2016, an estimated $25.9M.
Advisory Research first reported a position in BOK Financial in Q1 2015 and held it in 4 quarters.
Advisory Research's BOK Financial position peaked at $35.2M in Q2 2015.
148 funds tracked by Wall St. Rank held BOK Financial as of Q1 2016.

Based on Advisory Research's 13F filing for Q1 2016, filed 16 May 2016.