BF
CAF

BOK Financial’s Morgan Stanley China A Share Fund CAF Stock Holding History

BOK Financial’s Portfolio CAF Stock Details CAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-923
Closed -$22K – 927
2017
Q3 		$22K Buy
+923
New +$20.8K ﹤0.01% 1043

Other funds holding CAF

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $3.37M AUM 56.77% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $203M AUM 34.78% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BOK Financial's CAF Position: Q4 2017 in Review

BOK Financial sold out of Morgan Stanley China A Share Fund (CAF) in Q4 2017, closing a stake of 923 shares — an estimated $22K sold.

BOK Financial first reported a position in CAF in Q3 2017 and held it in 1 quarter. The position peaked at $22K in Q3 2017. 63 funds tracked by Wall St. Rank hold CAF as of Q4 2017.

  • BOK Financial reported no remaining Morgan Stanley China A Share Fund position as of Q4 2017 after selling out during the quarter.
  • BOK Financial sold 923 Morgan Stanley China A Share Fund shares in Q4 2017, an estimated $22K.
  • BOK Financial first reported a position in Morgan Stanley China A Share Fund in Q3 2017 and held it in 1 quarter.
  • BOK Financial's Morgan Stanley China A Share Fund position peaked at $22K in Q3 2017.
  • 63 funds tracked by Wall St. Rank held Morgan Stanley China A Share Fund as of Q4 2017.

Based on BOK Financial's 13F filing for Q4 2017, filed 14 Feb 2018.