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BOK Financial’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

BOK Financial’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,044
Closed -$33K – 1009
2017
Q3 		$33K Buy
+1,044
New +$32.2K ﹤0.01% 1016

Other funds holding IMCG

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

BOK Financial's IMCG Position: Q4 2017 in Review

BOK Financial sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q4 2017, closing a stake of 1,044 shares — an estimated $33K sold.

BOK Financial first reported a position in IMCG in Q3 2017 and held it in 1 quarter. The position peaked at $33K in Q3 2017. 59 funds tracked by Wall St. Rank hold IMCG as of Q4 2017.

  • BOK Financial reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q4 2017 after selling out during the quarter.
  • BOK Financial sold 1,044 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2017, an estimated $33K.
  • BOK Financial first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2017 and held it in 1 quarter.
  • BOK Financial's iShares Morningstar Mid-Cap Growth ETF position peaked at $33K in Q3 2017.
  • 59 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2017.

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