CMBA
BOKF icon

C.M. Bidwell & Associates’s BOK Financial BOKF Stock Holding History

C.M. Bidwell & Associates’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
2018
Q3 		– Sell
-2,885
Closed -$271K – 394
2018
Q2 		$271K Buy
+2,885
New +$292K 0.25% 113
2013
Q4 		– Sell
-4,570
Closed -$290K – 223
2013
Q3 		$290K Buy
+4,570
New +$301K 0.08% 112

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

C.M. Bidwell & Associates's BOKF Position: Q3 2018 in Review

C.M. Bidwell & Associates sold out of BOK Financial (BOKF) in Q3 2018, closing a stake of 2,885 shares — an estimated $271K sold.

C.M. Bidwell & Associates first reported a position in BOKF in Q3 2013 and held it in 2 quarters. The position peaked at $290K in Q3 2013. 193 funds tracked by Wall St. Rank hold BOKF as of Q3 2018.

  • C.M. Bidwell & Associates reported no remaining BOK Financial position as of Q3 2018 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 2,885 BOK Financial shares in Q3 2018, an estimated $271K.
  • C.M. Bidwell & Associates first reported a position in BOK Financial in Q3 2013 and held it in 2 quarters.
  • C.M. Bidwell & Associates's BOK Financial position peaked at $290K in Q3 2013.
  • 193 funds tracked by Wall St. Rank held BOK Financial as of Q3 2018.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2018, filed 13 Nov 2018.