BF
PCM

BOK Financial’s PCM Fund PCM Stock Holding History

BOK Financial’s Portfolio PCM Stock Details PCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-16,553
Closed -$178K – 937
2020
Q4 		$178K Hold
16,553
– – ﹤0.01% 878
2020
Q3 		$168K Hold
16,553
– – ﹤0.01% 820
2020
Q2 		$156K Buy
+16,553
New +$148K ﹤0.01% 820
2019
Q4 		– Sell
-11,186
Closed -$124K – 945
2019
Q3 		$124K Sell
11,186
-4,843
-30% -$54.1K ﹤0.01% 881
2019
Q2 		$181K Buy
16,029
+1,500
+10% +$17K ﹤0.01% 868
2019
Q1 		$162K Buy
+14,529
New +$156K ﹤0.01% 876

Other funds holding PCM

SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BOK Financial's PCM Position: Q1 2021 in Review

BOK Financial sold out of PCM Fund (PCM) in Q1 2021, closing a stake of 16,553 shares — an estimated $178K sold.

BOK Financial first reported a position in PCM in Q1 2019 and held it in 6 quarters. The position peaked at $181K in Q2 2019. 19 funds tracked by Wall St. Rank hold PCM as of Q1 2021.

  • BOK Financial reported no remaining PCM Fund position as of Q1 2021 after selling out during the quarter.
  • BOK Financial sold 16,553 PCM Fund shares in Q1 2021, an estimated $178K.
  • BOK Financial first reported a position in PCM Fund in Q1 2019 and held it in 6 quarters.
  • BOK Financial's PCM Fund position peaked at $181K in Q2 2019.
  • 19 funds tracked by Wall St. Rank held PCM Fund as of Q1 2021.

Based on BOK Financial's 13F filing for Q1 2021, filed 21 Apr 2021.