BF
EPP icon

BOK Financial’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

BOK Financial’s Portfolio EPP Stock Details EPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,566
Closed -$72K – 951
2017
Q3 		$72K Buy
+1,566
New +$72.2K ﹤0.01% 952
2013
Q3 		– Sell
-6,538
Closed -$281K – 829
2013
Q2 		$281K Buy
+6,538
New +$315K 0.01% 691

Other funds holding EPP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BOK Financial's EPP Position: Q4 2017 in Review

BOK Financial sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2017, closing a stake of 1,566 shares — an estimated $72K sold.

BOK Financial first reported a position in EPP in Q2 2013 and held it in 2 quarters. The position peaked at $281K in Q2 2013. 242 funds tracked by Wall St. Rank hold EPP as of Q4 2017.

  • BOK Financial reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q4 2017 after selling out during the quarter.
  • BOK Financial sold 1,566 iShares MSCI Pacific ex Japan ETF shares in Q4 2017, an estimated $72K.
  • BOK Financial first reported a position in iShares MSCI Pacific ex Japan ETF in Q2 2013 and held it in 2 quarters.
  • BOK Financial's iShares MSCI Pacific ex Japan ETF position peaked at $281K in Q2 2013.
  • 242 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2017.

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