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Capstone Asset Management’s BOK Financial BOKF Stock Holding History

Capstone Asset 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
2013
Q4 		– Sell
-3,186
Closed -$202K – 1880
2013
Q3 		$202K Buy
+3,186
New +$210K ﹤0.01% 1852

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Capstone Asset Management's BOKF Position: Q4 2013 in Review

Capstone Asset Management sold out of BOK Financial (BOKF) in Q4 2013, closing a stake of 3,186 shares — an estimated $202K sold.

Capstone Asset Management first reported a position in BOKF in Q3 2013 and held it in 1 quarter. The position peaked at $202K in Q3 2013. 149 funds tracked by Wall St. Rank hold BOKF as of Q4 2013.

  • Capstone Asset Management reported no remaining BOK Financial position as of Q4 2013 after selling out during the quarter.
  • Capstone Asset Management sold 3,186 BOK Financial shares in Q4 2013, an estimated $202K.
  • Capstone Asset Management first reported a position in BOK Financial in Q3 2013 and held it in 1 quarter.
  • Capstone Asset Management's BOK Financial position peaked at $202K in Q3 2013.
  • 149 funds tracked by Wall St. Rank held BOK Financial as of Q4 2013.

Based on Capstone Asset Management's 13F filing for Q4 2013, filed 4 Feb 2014.