Bridgecreek Investment Management’s BOK Financial BOKF Stock Holding History

Bridgecreek Investment Management’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
2017 Q4	–	Sell	-2,700	Closed	-$241K	–	114
2017 Q3	$241K	Sell	2,700 -250	-8%	-$20.8K	0.07%	92
2017 Q2	$248K	Hold	2,950	–	–	0.07%	92
2017 Q1	$231K	Sell	2,950 -1,100	-27%	-$89.7K	0.06%	97
2016 Q4	$336K	Sell	4,050 -2,225	-35%	-$171K	0.09%	84
2016 Q3	$433K	Hold	6,275	–	–	0.13%	72
2016 Q2	$393K	Sell	6,275 -249	-4%	-$14.8K	0.12%	74
2016 Q1	$356K	Buy	+6,524	New	+$341K	0.11%	76
2015 Q4	–	Sell	-3,249	Closed	-$210K	–	89
2015 Q3	$210K	Hold	3,249	–	–	0.06%	89
2015 Q2	$226K	Buy	+3,249	New	+$213K	0.06%	101
2014 Q4	–	Sell	-3,249	Closed	-$216K	–	104
2014 Q3	$216K	Hold	3,249	–	–	0.06%	101
2014 Q2	$216K	Hold	3,249	–	–	0.06%	102
2014 Q1	$224K	Hold	3,249	–	–	0.07%	100
2013 Q4	$215K	Hold	3,249	–	–	0.07%	99
2013 Q3	$206K	Hold	3,249	–	–	0.06%	106
2013 Q2	$208K	Buy	+3,249	New	+$206K	0.07%	96

Other funds holding BOKF

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bridgecreek Investment Management's BOKF Position: Q4 2017 in Review

Bridgecreek Investment Management sold out of BOK Financial (BOKF) in Q4 2017, closing a stake of 2,700 shares — an estimated $241K sold.

Bridgecreek Investment Management first reported a position in BOKF in Q2 2013 and held it in 15 quarters. The position peaked at $433K in Q3 2016. 159 funds tracked by Wall St. Rank hold BOKF as of Q4 2017.

Bridgecreek Investment Management reported no remaining BOK Financial position as of Q4 2017 after selling out during the quarter.
Bridgecreek Investment Management sold 2,700 BOK Financial shares in Q4 2017, an estimated $241K.
Bridgecreek Investment Management first reported a position in BOK Financial in Q2 2013 and held it in 15 quarters.
Bridgecreek Investment Management's BOK Financial position peaked at $433K in Q3 2016.
159 funds tracked by Wall St. Rank held BOK Financial as of Q4 2017.

Based on Bridgecreek Investment Management's 13F filing for Q4 2017, filed 6 Feb 2018.