BTIS
OZK icon

BB&T Investment Services’s Bank OZK OZK Stock Holding History

BB&T Investment Services’s Portfolio OZK Stock Details OZK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$91K Buy
1,891
+672
+55% +$31.2K 0.02% 429
2017
Q3 		$57K Sell
1,219
-2,955
-71% -$132K 0.01% 497
2017
Q2 		$190K Buy
4,174
+2,349
+129% +$112K 0.05% 259
2017
Q1 		$96K Buy
1,825
+1,743
+2,126% +$93.8K 0.04% 274
2016
Q4 		$4K Buy
+82
New +$3.65K ﹤0.01% 625

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

BB&T Investment Services's OZK Position: Q4 2017 in Review

BB&T Investment Services increased its Bank OZK (OZK) stake by 55% in Q4 2017, buying an estimated $31.2K and bringing the position to 1,891 shares worth $91K. The position accounts for 0.02% of the portfolio, ranked #429.

BB&T Investment Services first reported a position in OZK in Q4 2016 and has held it in 5 quarters since. The position peaked at $190K in Q2 2017. 372 funds tracked by Wall St. Rank hold OZK as of Q4 2017.

  • BB&T Investment Services held 1,891 shares of Bank OZK worth $91K as of Q4 2017.
  • BB&T Investment Services bought 672 Bank OZK shares in Q4 2017, an estimated $31.2K.
  • Bank OZK made up 0.02% of BB&T Investment Services's portfolio in Q4 2017, its #429 holding.
  • BB&T Investment Services first reported a position in Bank OZK in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's Bank OZK position peaked at $190K in Q2 2017.
  • 372 funds tracked by Wall St. Rank held Bank OZK as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.