AIM
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Assured Investment Management’s BOK Financial BOKF Stock Holding History

Assured Investment Management’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
Q2 		– Sell
-467
Closed -$38K – 155
2019
Q1 		$38K Buy
+467
New +$39.2K ﹤0.01% 990
2018
Q4 		– Sell
-45
Closed -$4K – 1136
2018
Q3 		$4K Sell
45
-10,310
-100% -$1.03M ﹤0.01% 1136
2018
Q2 		$973K Buy
10,355
+3,029
+41% +$307K 0.02% 568
2018
Q1 		$725K Buy
+7,326
New +$706K 0.02% 651

Other funds holding BOKF

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
CWM
CIBC World Markets New York $20.8B AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Assured Investment Management's BOKF Position: Q2 2019 in Review

Assured Investment Management sold out of BOK Financial (BOKF) in Q2 2019, closing a stake of 467 shares — an estimated $38K sold.

Assured Investment Management first reported a position in BOKF in Q1 2018 and held it in 4 quarters. The position peaked at $973K in Q2 2018. 204 funds tracked by Wall St. Rank hold BOKF as of Q2 2019.

  • Assured Investment Management reported no remaining BOK Financial position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 467 BOK Financial shares in Q2 2019, an estimated $38K.
  • Assured Investment Management first reported a position in BOK Financial in Q1 2018 and held it in 4 quarters.
  • Assured Investment Management's BOK Financial position peaked at $973K in Q2 2018.
  • 204 funds tracked by Wall St. Rank held BOK Financial as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.