Aperio Group’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.14M | Sell |
31,235
-821
| -3% | -$52.9K | 0.01% | 1206 |
|
|
2020
Q3 | $1.65M | Sell |
32,056
-1,401
| -4% | -$77K | 0.01% | 1207 |
|
|
2020
Q2 | $1.89M | Buy |
33,457
+1,494
| +5% | +$76.5K | 0.01% | 1133 |
|
|
2020
Q1 | $1.36M | Buy |
31,963
+20,129
| +170% | +$1.42M | 0.01% | 1180 |
|
|
2019
Q4 | $1.03M | Sell |
11,834
-4,114
| -26% | -$335K | ﹤0.01% | 1414 |
|
|
2019
Q3 | $1.26M | Sell |
15,948
-754
| -5% | -$59.1K | 0.01% | 1277 |
|
|
2019
Q2 | $1.26M | Sell |
16,702
-371
| -2% | -$30.1K | 0.01% | 1278 |
|
|
2019
Q1 | $1.39M | Buy |
17,073
+887
| +5% | +$74.5K | 0.01% | 1195 |
|
|
2018
Q4 | $1.19M | Buy |
16,186
+3,823
| +31% | +$324K | 0.01% | 1214 |
|
|
2018
Q3 | $1.2M | Buy |
12,363
+248
| +2% | +$24.8K | 0.01% | 1303 |
|
|
2018
Q2 | $1.14M | Sell |
12,115
-598
| -5% | -$60.6K | 0.01% | 1300 |
|
|
2018
Q1 | $1.26M | Sell |
12,713
-404
| -3% | -$38.9K | 0.01% | 1198 |
|
|
2017
Q4 | $1.21M | Sell |
13,117
-66
| -0.5% | -$5.82K | 0.01% | 1198 |
|
|
2017
Q3 | $1.17M | Sell |
13,183
-84
| -0.6% | -$7K | 0.01% | 1187 |
|
|
2017
Q2 | $1.12M | Buy |
13,267
+818
| +7% | +$66.7K | 0.01% | 1181 |
|
|
2017
Q1 | $974K | Sell |
12,449
-1,044
| -8% | -$85.1K | 0.01% | 1183 |
|
|
2016
Q4 | $1.12M | Sell |
13,493
-36,808
| -73% | -$2.83M | 0.01% | 1074 |
|
|
2016
Q3 | $3.47M | Buy |
50,301
+124
| +0.2% | +$8.23K | 0.03% | 659 |
|
|
2016
Q2 | $3.15M | Sell |
50,177
-5,110
| -9% | -$303K | 0.02% | 660 |
|
|
2016
Q1 | $3.02M | Buy |
55,287
+29,627
| +115% | +$1.55M | 0.03% | 644 |
|
|
2015
Q4 | $1.53M | Sell |
25,660
-7,401
| -22% | -$485K | 0.01% | 849 |
|
|
2015
Q3 | $2.14M | Buy |
33,061
+11,429
| +53% | +$743K | 0.02% | 709 |
|
|
2015
Q2 | $1.5M | Buy |
21,632
+2,108
| +11% | +$138K | 0.02% | 820 |
|
|
2015
Q1 | $1.2M | Sell |
19,524
-17,112
| -47% | -$998K | 0.01% | 874 |
|
|
2014
Q4 | $2.2M | Buy |
36,636
+5,338
| +17% | +$345K | 0.03% | 616 |
|
|
2014
Q3 | $2.08M | Buy |
31,298
+10,382
| +50% | +$693K | 0.03% | 602 |
|
|
2014
Q2 | $1.39M | Buy |
20,916
+3,233
| +18% | +$211K | 0.02% | 713 |
|
|
2014
Q1 | $1.22M | Buy |
+17,683
| New | +$1.16M | 0.02% | 906 |
|
|
2013
Q4 | – | Sell |
-13,868
| Closed | -$877K | – | 973 |
|
|
2013
Q3 | $879K | Buy |
13,868
+2,799
| +25% | +$184K | 0.02% | 892 |
|
|
2013
Q2 | $709K | Buy |
+11,069
| New | +$702K | 0.02% | 892 |
|
Other funds holding BOKF
GKFF
AI
CWM
Aperio Group's BOKF Position: Q4 2020 in Review
Aperio Group reduced its BOK Financial (BOKF) stake by 2.6% in Q4 2020, selling an estimated $52.9K and leaving 31,235 shares worth $2.14M. The position accounts for 0.01% of the portfolio, ranked #1206.
Aperio Group first reported a position in BOKF in Q2 2013 and has held it in 30 quarters since. The position peaked at $3.47M in Q3 2016. 210 funds tracked by Wall St. Rank hold BOKF as of Q4 2020.
- Aperio Group held 31,235 shares of BOK Financial worth $2.14M as of Q4 2020.
- Aperio Group sold 821 BOK Financial shares in Q4 2020, an estimated $52.9K.
- BOK Financial made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1206 holding.
- Aperio Group first reported a position in BOK Financial in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's BOK Financial position peaked at $3.47M in Q3 2016.
- 210 funds tracked by Wall St. Rank held BOK Financial as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.