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BOK Financial’s Davis Select Worldwide ETF DWLD Stock Holding History

BOK Financial’s Portfolio DWLD Stock Details DWLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-29,835
Closed -$749K – 853
2019
Q4 		$749K Buy
+29,835
New +$719K 0.02% 594

Other funds holding DWLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SAA
Southeast Asset Advisors Thomasville, Georgia $913M AUM 25.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BOK Financial's DWLD Position: Q1 2020 in Review

BOK Financial sold out of Davis Select Worldwide ETF (DWLD) in Q1 2020, closing a stake of 29,835 shares — an estimated $749K sold.

BOK Financial first reported a position in DWLD in Q4 2019 and held it in 1 quarter. The position peaked at $749K in Q4 2019. 35 funds tracked by Wall St. Rank hold DWLD as of Q1 2020.

  • BOK Financial reported no remaining Davis Select Worldwide ETF position as of Q1 2020 after selling out during the quarter.
  • BOK Financial sold 29,835 Davis Select Worldwide ETF shares in Q1 2020, an estimated $749K.
  • BOK Financial first reported a position in Davis Select Worldwide ETF in Q4 2019 and held it in 1 quarter.
  • BOK Financial's Davis Select Worldwide ETF position peaked at $749K in Q4 2019.
  • 35 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q1 2020.

Based on BOK Financial's 13F filing for Q1 2020, filed 13 May 2020.