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BOK Financial’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

BOK Financial’s Portfolio OUSA Stock Details OUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-140
Closed -$4K – 1061
2017
Q3 		$4K Buy
+140
New +$4.16K ﹤0.01% 1114

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BOK Financial's OUSA Position: Q4 2017 in Review

BOK Financial sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q4 2017, closing a stake of 140 shares — an estimated $4K sold.

BOK Financial first reported a position in OUSA in Q3 2017 and held it in 1 quarter. The position peaked at $4K in Q3 2017. 59 funds tracked by Wall St. Rank hold OUSA as of Q4 2017.

  • BOK Financial reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q4 2017 after selling out during the quarter.
  • BOK Financial sold 140 ALPS O'Shares U.S. Quality Dividend ETF shares in Q4 2017, an estimated $4K.
  • BOK Financial first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q3 2017 and held it in 1 quarter.
  • BOK Financial's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $4K in Q3 2017.
  • 59 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q4 2017.

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