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BOK Financial’s VanEck Short Muni ETF SMB Stock Holding History

BOK Financial’s Portfolio SMB Stock Details SMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,502
Closed -$26K – 1098
2017
Q3 		$26K Buy
+1,502
New +$26.4K ﹤0.01% 1033

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BOK Financial's SMB Position: Q4 2017 in Review

BOK Financial sold out of VanEck Short Muni ETF (SMB) in Q4 2017, closing a stake of 1,502 shares — an estimated $26K sold.

BOK Financial first reported a position in SMB in Q3 2017 and held it in 1 quarter. The position peaked at $26K in Q3 2017. 77 funds tracked by Wall St. Rank hold SMB as of Q4 2017.

  • BOK Financial reported no remaining VanEck Short Muni ETF position as of Q4 2017 after selling out during the quarter.
  • BOK Financial sold 1,502 VanEck Short Muni ETF shares in Q4 2017, an estimated $26K.
  • BOK Financial first reported a position in VanEck Short Muni ETF in Q3 2017 and held it in 1 quarter.
  • BOK Financial's VanEck Short Muni ETF position peaked at $26K in Q3 2017.
  • 77 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2017.

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