BFPW
FLOW

BOK Financial Private Wealth’s SPX FLOW, Inc. FLOW Stock Holding History

BOK Financial Private Wealth’s Portfolio FLOW Stock Details FLOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,694
Closed -$244K – 136
2018
Q3 		$244K Sell
4,694
-88
-2% -$4.16K 0.04% 92
2018
Q2 		$209K Sell
4,782
-159
-3% -$7.27K 0.03% 103
2018
Q1 		$243K Sell
4,941
-1,264
-20% -$61.5K 0.04% 98
2017
Q4 		$295K Buy
6,205
+305
+5% +$13.1K 0.05% 89
2017
Q3 		$228K Sell
5,900
-203
-3% -$7.17K 0.04% 115
2017
Q2 		$225K Sell
6,103
-583
-9% -$21.6K 0.03% 124
2017
Q1 		$232K Sell
6,686
-931
-12% -$31.8K 0.03% 127
2016
Q4 		$244K Buy
+7,617
New +$223K 0.04% 123
2016
Q3 		– Sell
-9,974
Closed -$260K – 155
2016
Q2 		$260K Buy
+9,974
New +$284K 0.04% 111

Other funds holding FLOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BOK Financial Private Wealth's FLOW Position: Q4 2018 in Review

BOK Financial Private Wealth sold out of SPX FLOW, Inc. (FLOW) in Q4 2018, closing a stake of 4,694 shares — an estimated $244K sold.

BOK Financial Private Wealth first reported a position in FLOW in Q2 2016 and held it in 9 quarters. The position peaked at $295K in Q4 2017. 207 funds tracked by Wall St. Rank hold FLOW as of Q4 2018.

  • BOK Financial Private Wealth reported no remaining SPX FLOW, Inc. position as of Q4 2018 after selling out during the quarter.
  • BOK Financial Private Wealth sold 4,694 SPX FLOW, Inc. shares in Q4 2018, an estimated $244K.
  • BOK Financial Private Wealth first reported a position in SPX FLOW, Inc. in Q2 2016 and held it in 9 quarters.
  • BOK Financial Private Wealth's SPX FLOW, Inc. position peaked at $295K in Q4 2017.
  • 207 funds tracked by Wall St. Rank held SPX FLOW, Inc. as of Q4 2018.

Based on BOK Financial Private Wealth's 13F filing for Q4 2018, filed 13 Feb 2019.