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Brinker Capital’s BOK Financial BOKF Stock Holding History

Brinker Capital’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
2020
Q1 		– Sell
-3,373
Closed -$295K – 916
2019
Q4 		$295K Buy
3,373
+314
+10% +$25.6K 0.01% 843
2019
Q3 		$242K Buy
3,059
+311
+11% +$24.4K 0.01% 873
2019
Q2 		$207K Buy
+2,748
New +$223K 0.01% 910
2018
Q4 		– Sell
-2,582
Closed -$251K – 880
2018
Q3 		$251K Buy
2,582
+18
+0.7% +$1.8K 0.01% 901
2018
Q2 		$241K Buy
2,564
+40
+2% +$4.05K 0.01% 929
2018
Q1 		$250K Buy
2,524
+279
+12% +$26.9K 0.01% 913
2017
Q4 		$207K Buy
+2,245
New +$198K 0.01% 947

Other funds holding BOKF

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Brinker Capital's BOKF Position: Q1 2020 in Review

Brinker Capital sold out of BOK Financial (BOKF) in Q1 2020, closing a stake of 3,373 shares — an estimated $295K sold.

Brinker Capital first reported a position in BOKF in Q4 2017 and held it in 7 quarters. The position peaked at $295K in Q4 2019. 172 funds tracked by Wall St. Rank hold BOKF as of Q1 2020.

  • Brinker Capital reported no remaining BOK Financial position as of Q1 2020 after selling out during the quarter.
  • Brinker Capital sold 3,373 BOK Financial shares in Q1 2020, an estimated $295K.
  • Brinker Capital first reported a position in BOK Financial in Q4 2017 and held it in 7 quarters.
  • Brinker Capital's BOK Financial position peaked at $295K in Q4 2019.
  • 172 funds tracked by Wall St. Rank held BOK Financial as of Q1 2020.

Based on Brinker Capital's 13F filing for Q1 2020, filed 29 Apr 2020.