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BOK Financial’s JELD-WEN Holding JELD Stock Holding History

BOK Financial’s Portfolio JELD Stock Details JELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-23,675
Closed -$584K – 914
2018
Q3 		$584K Sell
23,675
-2,958
-11% -$78.7K 0.01% 637
2018
Q2 		$762K Buy
26,633
+708
+3% +$20.5K 0.02% 551
2018
Q1 		$794K Hold
25,925
– – 0.02% 517
2017
Q4 		$1.02M Hold
25,925
– – 0.03% 484
2017
Q3 		$921K Sell
25,925
-196
-0.8% -$6.21K 0.03% 515
2017
Q2 		$848K Buy
+26,121
New +$846K 0.03% 509

Other funds holding JELD

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return

BOK Financial's JELD Position: Q4 2018 in Review

BOK Financial sold out of JELD-WEN Holding (JELD) in Q4 2018, closing a stake of 23,675 shares — an estimated $584K sold.

BOK Financial first reported a position in JELD in Q2 2017 and held it in 6 quarters. The position peaked at $1.02M in Q4 2017. 135 funds tracked by Wall St. Rank hold JELD as of Q4 2018.

  • BOK Financial reported no remaining JELD-WEN Holding position as of Q4 2018 after selling out during the quarter.
  • BOK Financial sold 23,675 JELD-WEN Holding shares in Q4 2018, an estimated $584K.
  • BOK Financial first reported a position in JELD-WEN Holding in Q2 2017 and held it in 6 quarters.
  • BOK Financial's JELD-WEN Holding position peaked at $1.02M in Q4 2017.
  • 135 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q4 2018.

Based on BOK Financial's 13F filing for Q4 2018, filed 13 Feb 2019.