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Broadview Advisors’s BOK Financial BOKF Stock Holding History

Broadview Advisors’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
2019
Q2 		– Sell
-35,760
Closed -$2.92M – 77
2019
Q1 		$2.92M Sell
35,760
-9,450
-21% -$794K 0.79% 51
2018
Q4 		$3.31M Sell
45,210
-47,770
-51% -$4.05M 0.95% 49
2018
Q3 		$9.04M Buy
+92,980
New +$9.28M 1.54% 28

Other funds holding BOKF

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Broadview Advisors's BOKF Position: Q2 2019 in Review

Broadview Advisors sold out of BOK Financial (BOKF) in Q2 2019, closing a stake of 35,760 shares — an estimated $2.92M sold.

Broadview Advisors first reported a position in BOKF in Q3 2018 and held it in 3 quarters. The position peaked at $9.04M in Q3 2018. 204 funds tracked by Wall St. Rank hold BOKF as of Q2 2019.

  • Broadview Advisors reported no remaining BOK Financial position as of Q2 2019 after selling out during the quarter.
  • Broadview Advisors sold 35,760 BOK Financial shares in Q2 2019, an estimated $2.92M.
  • Broadview Advisors first reported a position in BOK Financial in Q3 2018 and held it in 3 quarters.
  • Broadview Advisors's BOK Financial position peaked at $9.04M in Q3 2018.
  • 204 funds tracked by Wall St. Rank held BOK Financial as of Q2 2019.

Based on Broadview Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.