BF
MXI icon

BOK Financial’s iShares Global Materials ETF MXI Stock Holding History

BOK Financial’s Portfolio MXI Stock Details MXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-225
Closed -$15K – 1051
2017
Q3 		$15K Buy
+225
New +$14.3K ﹤0.01% 1066

Other funds holding MXI

NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
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
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BOK Financial's MXI Position: Q4 2017 in Review

BOK Financial sold out of iShares Global Materials ETF (MXI) in Q4 2017, closing a stake of 225 shares — an estimated $15K sold.

BOK Financial first reported a position in MXI in Q3 2017 and held it in 1 quarter. The position peaked at $15K in Q3 2017. 72 funds tracked by Wall St. Rank hold MXI as of Q4 2017.

  • BOK Financial reported no remaining iShares Global Materials ETF position as of Q4 2017 after selling out during the quarter.
  • BOK Financial sold 225 iShares Global Materials ETF shares in Q4 2017, an estimated $15K.
  • BOK Financial first reported a position in iShares Global Materials ETF in Q3 2017 and held it in 1 quarter.
  • BOK Financial's iShares Global Materials ETF position peaked at $15K in Q3 2017.
  • 72 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q4 2017.

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