BF
NWFL icon

BOK Financial’s Norwood Financial Corp NWFL Stock Holding History

BOK Financial’s Portfolio NWFL Stock Details NWFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-11,640
Closed -$226K – 902
2016
Q3 		$226K Buy
+11,640
New +$222K 0.01% 816

Other funds holding NWFL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BOK Financial's NWFL Position: Q4 2016 in Review

BOK Financial sold out of Norwood Financial Corp (NWFL) in Q4 2016, closing a stake of 11,640 shares — an estimated $226K sold.

BOK Financial first reported a position in NWFL in Q3 2016 and held it in 1 quarter. The position peaked at $226K in Q3 2016. 25 funds tracked by Wall St. Rank hold NWFL as of Q4 2016.

  • BOK Financial reported no remaining Norwood Financial Corp position as of Q4 2016 after selling out during the quarter.
  • BOK Financial sold 11,640 Norwood Financial Corp shares in Q4 2016, an estimated $226K.
  • BOK Financial first reported a position in Norwood Financial Corp in Q3 2016 and held it in 1 quarter.
  • BOK Financial's Norwood Financial Corp position peaked at $226K in Q3 2016.
  • 25 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q4 2016.

Based on BOK Financial's 13F filing for Q4 2016, filed 14 Feb 2017.