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BHZ Capital Management’s BOK Financial BOKF Stock Holding History

BHZ Capital 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
2016
Q1 		– Sell
-18,162
Closed -$1.09M – 91
2015
Q4 		$1.09M Buy
+18,162
New +$1.19M 1.15% 24

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

BHZ Capital Management's BOKF Position: Q1 2016 in Review

BHZ Capital Management sold out of BOK Financial (BOKF) in Q1 2016, closing a stake of 18,162 shares — an estimated $1.09M sold.

BHZ Capital Management first reported a position in BOKF in Q4 2015 and held it in 1 quarter. The position peaked at $1.09M in Q4 2015. 148 funds tracked by Wall St. Rank hold BOKF as of Q1 2016.

  • BHZ Capital Management reported no remaining BOK Financial position as of Q1 2016 after selling out during the quarter.
  • BHZ Capital Management sold 18,162 BOK Financial shares in Q1 2016, an estimated $1.09M.
  • BHZ Capital Management first reported a position in BOK Financial in Q4 2015 and held it in 1 quarter.
  • BHZ Capital Management's BOK Financial position peaked at $1.09M in Q4 2015.
  • 148 funds tracked by Wall St. Rank held BOK Financial as of Q1 2016.

Based on BHZ Capital Management's 13F filing for Q1 2016, filed 16 May 2016.