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Boston Trust Walden’s BOK Financial BOKF Stock Holding History

Boston Trust Walden’s Portfolio BOKF Stock Details BOKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-59,208
Closed -$3.54M – 342
2015
Q4 		$3.54M Sell
59,208
-76,678
-56% -$5.02M 0.07% 232
2015
Q3 		$8.79M Sell
135,886
-18,376
-12% -$1.19M 0.15% 195
2015
Q2 		$10.7M Buy
154,262
+3,274
+2% +$214K 0.16% 184
2015
Q1 		$9.24M Sell
150,988
-1,723
-1% -$101K 0.14% 183
2014
Q4 		$9.17M Buy
152,711
+38
+0% +$2.46K 0.14% 185
2014
Q3 		$10.2M Sell
152,673
-314
-0.2% -$21K 0.16% 178
2014
Q2 		$10.2M Buy
152,987
+19,445
+15% +$1.27M 0.15% 175
2014
Q1 		$9.22M Buy
133,542
+3,188
+2% +$209K 0.14% 181
2013
Q4 		$8.64M Buy
130,354
+28,224
+28% +$1.78M 0.13% 184
2013
Q3 		$6.47M Buy
102,130
+3,201
+3% +$211K 0.1% 190
2013
Q2 		$6.34M Buy
+98,929
New +$6.28M 0.1% 187

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Boston Trust Walden's BOKF Position: Q1 2016 in Review

Boston Trust Walden sold out of BOK Financial (BOKF) in Q1 2016, closing a stake of 59,208 shares — an estimated $3.54M sold.

Boston Trust Walden first reported a position in BOKF in Q2 2013 and held it in 11 quarters. The position peaked at $10.7M in Q2 2015. 148 funds tracked by Wall St. Rank hold BOKF as of Q1 2016.

  • Boston Trust Walden reported no remaining BOK Financial position as of Q1 2016 after selling out during the quarter.
  • Boston Trust Walden sold 59,208 BOK Financial shares in Q1 2016, an estimated $3.54M.
  • Boston Trust Walden first reported a position in BOK Financial in Q2 2013 and held it in 11 quarters.
  • Boston Trust Walden's BOK Financial position peaked at $10.7M in Q2 2015.
  • 148 funds tracked by Wall St. Rank held BOK Financial as of Q1 2016.

Based on Boston Trust Walden's 13F filing for Q1 2016, filed 19 Apr 2016.