BF
HOUS

BOK Financial’s Anywhere Real Estate HOUS Stock Holding History

BOK Financial’s Portfolio HOUS Stock Details HOUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-40,889
Closed -$600K – 922
2018
Q4 		$600K Buy
40,889
+1,123
+3% +$20.4K 0.02% 567
2018
Q3 		$821K Sell
39,766
-22,070
-36% -$480K 0.02% 544
2018
Q2 		$1.41M Sell
61,836
-3,387
-5% -$84.3K 0.04% 417
2018
Q1 		$1.78M Sell
65,223
-1,252
-2% -$32.9K 0.05% 373
2017
Q4 		$1.76M Sell
66,475
-838
-1% -$24.3K 0.05% 376
2017
Q3 		$2.22M Sell
67,313
-2,617
-4% -$88.4K 0.06% 320
2017
Q2 		$2.27M Sell
69,930
-1,720
-2% -$52.1K 0.07% 287
2017
Q1 		$2.13M Buy
71,650
+20,154
+39% +$548K 0.07% 304
2016
Q4 		$1.32M Buy
51,496
+1,380
+3% +$34.1K 0.04% 398
2016
Q3 		$1.3M Sell
50,116
-15,532
-24% -$431K 0.04% 414
2016
Q2 		$1.91M Sell
65,648
-5,568
-8% -$183K 0.07% 308
2016
Q1 		$2.57M Buy
71,216
+2,800
+4% +$91.6K 0.09% 256
2015
Q4 		$2.51M Buy
68,416
+3,006
+5% +$119K 0.09% 265
2015
Q3 		$2.46M Buy
65,410
+1,256
+2% +$54.7K 0.09% 254
2015
Q2 		$3M Sell
64,154
-5,999
-9% -$279K 0.1% 233
2015
Q1 		$3.19M Sell
70,153
-37,359
-35% -$1.72M 0.11% 223
2014
Q4 		$4.78M Sell
107,512
-5,195
-5% -$216K 0.17% 143
2014
Q3 		$4.19M Buy
112,707
+75,558
+203% +$2.96M 0.14% 164
2014
Q2 		$1.4M Buy
+37,149
New +$1.44M 0.05% 383

Other funds holding HOUS

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
OFM
Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return