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Coastline Trust’s BOK Financial BOKF Stock Holding History

Coastline Trust’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
2020
Q1 		– Sell
-2,670
Closed -$233K – 303
2019
Q4 		$233K Hold
2,670
– – 0.03% 310
2019
Q3 		$211K Hold
2,670
– – 0.03% 314
2019
Q2 		$202K Buy
2,670
+100
+4% +$8.11K 0.03% 319
2019
Q1 		$210K Buy
+2,570
New +$216K 0.03% 307
2018
Q4 		– Sell
-2,570
Closed -$250K – 306
2018
Q3 		$250K Hold
2,570
– – 0.04% 310
2018
Q2 		$242K Hold
2,570
– – 0.04% 314
2018
Q1 		$254K Hold
2,570
– – 0.04% 299
2017
Q4 		$237K Hold
2,570
– – 0.04% 297
2017
Q3 		$229K Hold
2,570
– – 0.04% 280
2017
Q2 		$216K Hold
2,570
– – 0.04% 275
2017
Q1 		$201K Hold
2,570
– – 0.04% 275
2016
Q4 		$213K Buy
+2,570
New +$197K 0.04% 262

Other funds holding BOKF

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Coastline Trust's BOKF Position: Q1 2020 in Review

Coastline Trust sold out of BOK Financial (BOKF) in Q1 2020, closing a stake of 2,670 shares — an estimated $233K sold.

Coastline Trust first reported a position in BOKF in Q4 2016 and held it in 12 quarters. The position peaked at $254K in Q1 2018. 172 funds tracked by Wall St. Rank hold BOKF as of Q1 2020.

  • Coastline Trust reported no remaining BOK Financial position as of Q1 2020 after selling out during the quarter.
  • Coastline Trust sold 2,670 BOK Financial shares in Q1 2020, an estimated $233K.
  • Coastline Trust first reported a position in BOK Financial in Q4 2016 and held it in 12 quarters.
  • Coastline Trust's BOK Financial position peaked at $254K in Q1 2018.
  • 172 funds tracked by Wall St. Rank held BOK Financial as of Q1 2020.

Based on Coastline Trust's 13F filing for Q1 2020, filed 10 Jun 2020.