Capital World Investors
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Capital World Investors’s BOK Financial BOKF Stock Holding History

Capital World Investors’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
2015
Q1 		– Sell
-122,442
Closed -$7.35M – 526
2014
Q4 		$7.35M Sell
122,442
-1,807,558
-94% -$117M ﹤0.01% 502
2014
Q3 		$128M Hold
1,930,000
– – 0.04% 281
2014
Q2 		$129M Hold
1,930,000
– – 0.04% 285
2014
Q1 		$133M Hold
1,930,000
– – 0.04% 265
2013
Q4 		$128M Hold
1,930,000
– – 0.04% 269
2013
Q3 		$122M Hold
1,930,000
– – 0.04% 281
2013
Q2 		$124M Buy
+1,930,000
New +$122M 0.04% 283

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Capital World Investors's BOKF Position: Q1 2015 in Review

Capital World Investors sold out of BOK Financial (BOKF) in Q1 2015, closing a stake of 122,442 shares — an estimated $7.35M sold.

Capital World Investors first reported a position in BOKF in Q2 2013 and held it in 7 quarters. The position peaked at $133M in Q1 2014. 155 funds tracked by Wall St. Rank hold BOKF as of Q1 2015.

  • Capital World Investors reported no remaining BOK Financial position as of Q1 2015 after selling out during the quarter.
  • Capital World Investors sold 122,442 BOK Financial shares in Q1 2015, an estimated $7.35M.
  • Capital World Investors first reported a position in BOK Financial in Q2 2013 and held it in 7 quarters.
  • Capital World Investors's BOK Financial position peaked at $133M in Q1 2014.
  • 155 funds tracked by Wall St. Rank held BOK Financial as of Q1 2015.

Based on Capital World Investors's 13F filing for Q1 2015, filed 15 May 2015.