Capstone Investment Advisors
OKSB

Capstone Investment Advisors’s Southwest Bancorp Inc/OK OKSB Stock Holding History

Capstone Investment Advisors’s Portfolio OKSB Stock Details OKSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-9,653
Closed -$279K – 1262
2016
Q4 		$279K Buy
+9,653
New +$212K 0.01% 749

Other funds holding OKSB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $121M AUM 74.36% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return

Capstone Investment Advisors's OKSB Position: Q1 2017 in Review

Capstone Investment Advisors sold out of Southwest Bancorp Inc/OK (OKSB) in Q1 2017, closing a stake of 9,653 shares — an estimated $279K sold.

Capstone Investment Advisors first reported a position in OKSB in Q4 2016 and held it in 1 quarter. The position peaked at $279K in Q4 2016. 86 funds tracked by Wall St. Rank hold OKSB as of Q1 2017.

  • Capstone Investment Advisors reported no remaining Southwest Bancorp Inc/OK position as of Q1 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 9,653 Southwest Bancorp Inc/OK shares in Q1 2017, an estimated $279K.
  • Capstone Investment Advisors first reported a position in Southwest Bancorp Inc/OK in Q4 2016 and held it in 1 quarter.
  • Capstone Investment Advisors's Southwest Bancorp Inc/OK position peaked at $279K in Q4 2016.
  • 86 funds tracked by Wall St. Rank held Southwest Bancorp Inc/OK as of Q1 2017.

Based on Capstone Investment Advisors's 13F filing for Q1 2017, filed 15 May 2017.