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BOK Financial’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

BOK Financial’s Portfolio FBT Stock Details FBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-380
Closed -$47K – 962
2017
Q3 		$47K Buy
+380
New +$45K ﹤0.01% 984

Other funds holding FBT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BOK Financial's FBT Position: Q4 2017 in Review

BOK Financial sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2017, closing a stake of 380 shares — an estimated $47K sold.

BOK Financial first reported a position in FBT in Q3 2017 and held it in 1 quarter. The position peaked at $47K in Q3 2017. 130 funds tracked by Wall St. Rank hold FBT as of Q4 2017.

  • BOK Financial reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2017 after selling out during the quarter.
  • BOK Financial sold 380 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2017, an estimated $47K.
  • BOK Financial first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2017 and held it in 1 quarter.
  • BOK Financial's First Trust NYSE Arca Biotechnology Index Fund position peaked at $47K in Q3 2017.
  • 130 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2017.

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