BOK Financial’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

BOK Financial’s Portfolio IMCV Stock Details IMCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-216	Closed	-$11K	–	1010
2017 Q3	$11K	Buy	+216	New	+$10.7K	﹤0.01%	1085

Other funds holding IMCV

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

MWM

Marietta Wealth Management Marietta, Georgia $841M AUM 21.92% 1-Year Est. Return

BOK Financial's IMCV Position: Q4 2017 in Review

BOK Financial sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q4 2017, closing a stake of 216 shares — an estimated $11K sold.

BOK Financial first reported a position in IMCV in Q3 2017 and held it in 1 quarter. The position peaked at $11K in Q3 2017. 71 funds tracked by Wall St. Rank hold IMCV as of Q4 2017.

BOK Financial reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q4 2017 after selling out during the quarter.
BOK Financial sold 216 iShares Morningstar Mid-Cap Value ETF shares in Q4 2017, an estimated $11K.
BOK Financial first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2017 and held it in 1 quarter.
BOK Financial's iShares Morningstar Mid-Cap Value ETF position peaked at $11K in Q3 2017.
71 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q4 2017.

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