BA
OKSB

Boston Advisors’s Southwest Bancorp Inc/OK OKSB Stock Holding History

Boston Advisors’s Portfolio OKSB Stock Details OKSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-190,106
Closed -$2.86M – 714
2016
Q1 		$2.86M Sell
190,106
-94,310
-33% -$1.48M 0.07% 242
2015
Q4 		$4.97M Buy
284,416
+251,807
+772% +$4.44M 0.12% 211
2015
Q3 		$535K Sell
32,609
-288
-0.9% -$4.95K 0.02% 508
2015
Q2 		$612K Buy
32,897
+140
+0.4% +$2.49K 0.03% 421
2015
Q1 		$583K Buy
32,757
+17,850
+120% +$295K 0.02% 432
2014
Q4 		$259K Hold
14,907
– – 0.01% 511
2014
Q3 		$244K Hold
14,907
– – 0.01% 530
2014
Q2 		$254K Hold
14,907
– – 0.01% 535
2014
Q1 		$263K Sell
14,907
-2,312
-13% -$40.2K 0.01% 498
2013
Q4 		$274K Hold
17,219
– – 0.01% 495
2013
Q3 		$255K Buy
17,219
+3,351
+24% +$50.1K 0.01% 466
2013
Q2 		$183K Buy
+13,868
New +$183K 0.01% 532

Other funds holding OKSB

ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EA
Emerald Acquisition Seattle, Washington $51.8B AUM
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Boston Advisors's OKSB Position: Q2 2016 in Review

Boston Advisors sold out of Southwest Bancorp Inc/OK (OKSB) in Q2 2016, closing a stake of 190,106 shares — an estimated $2.86M sold.

Boston Advisors first reported a position in OKSB in Q2 2013 and held it in 12 quarters. The position peaked at $4.97M in Q4 2015. 86 funds tracked by Wall St. Rank hold OKSB as of Q2 2016.

  • Boston Advisors reported no remaining Southwest Bancorp Inc/OK position as of Q2 2016 after selling out during the quarter.
  • Boston Advisors sold 190,106 Southwest Bancorp Inc/OK shares in Q2 2016, an estimated $2.86M.
  • Boston Advisors first reported a position in Southwest Bancorp Inc/OK in Q2 2013 and held it in 12 quarters.
  • Boston Advisors's Southwest Bancorp Inc/OK position peaked at $4.97M in Q4 2015.
  • 86 funds tracked by Wall St. Rank held Southwest Bancorp Inc/OK as of Q2 2016.

Based on Boston Advisors's 13F filing for Q2 2016, filed 26 Jul 2016.