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Columbia Wanger Asset Management’s BOK Financial BOKF Stock Holding History

Columbia Wanger 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
2017
Q4 		$23.1M Hold
250,194
– – 0.35% 127
2017
Q3 		$22.3M Buy
250,194
+1,121
+0.5% +$93.5K 0.33% 122
2017
Q2 		$21M Sell
249,073
-17,379
-7% -$1.42M 0.3% 137
2017
Q1 		$20.9M Sell
266,452
-310,927
-54% -$25.3M 0.29% 144
2016
Q4 		$47.9M Sell
577,379
-68,794
-11% -$5.29M 0.67% 48
2016
Q3 		$44.6M Buy
646,173
+58,774
+10% +$3.9M 0.58% 70
2016
Q2 		$36.8M Sell
587,399
-472,625
-45% -$28.1M 0.43% 113
2016
Q1 		$57.9M Hold
1,060,024
– – 0.62% 68
2015
Q4 		$63.4M Sell
1,060,024
-773,785
-42% -$50.7M 0.63% 60
2015
Q3 		$119M Sell
1,833,809
-49,402
-3% -$3.21M 0.95% 23
2015
Q2 		$131M Sell
1,883,211
-227,589
-11% -$14.9M 0.84% 24
2015
Q1 		$129M Buy
2,110,800
+241,000
+13% +$14.1M 0.7% 37
2014
Q4 		$112M Sell
1,869,800
-10,700
-0.6% -$691K 0.56% 56
2014
Q3 		$125M Sell
1,880,500
-210,000
-10% -$14M 0.58% 43
2014
Q2 		$139M Sell
2,090,500
-520,000
-20% -$34M 0.56% 44
2014
Q1 		$180M Hold
2,610,500
– – 0.71% 32
2013
Q4 		$173M Sell
2,610,500
-168,000
-6% -$10.6M 0.66% 37
2013
Q3 		$176M Hold
2,778,500
– – 0.71% 34
2013
Q2 		$178M Buy
+2,778,500
New +$176M 0.78% 28

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Columbia Wanger Asset Management's BOKF Position: Q4 2017 in Review

Columbia Wanger Asset Management held its BOK Financial (BOKF) position steady in Q4 2017 at 250,194 shares worth $23.1M. The position accounts for 0.35% of the portfolio, ranked #127.

Columbia Wanger Asset Management first reported a position in BOKF in Q2 2013 and has held it in 19 quarters since. The position peaked at $180M in Q1 2014. 159 funds tracked by Wall St. Rank hold BOKF as of Q4 2017.

  • Columbia Wanger Asset Management held 250,194 shares of BOK Financial worth $23.1M as of Q4 2017.
  • Columbia Wanger Asset Management left its BOK Financial share count unchanged in Q4 2017.
  • BOK Financial made up 0.35% of Columbia Wanger Asset Management's portfolio in Q4 2017, its #127 holding.
  • Columbia Wanger Asset Management first reported a position in BOK Financial in Q2 2013 and has held it in 19 quarters since.
  • Columbia Wanger Asset Management's BOK Financial position peaked at $180M in Q1 2014.
  • 159 funds tracked by Wall St. Rank held BOK Financial as of Q4 2017.

Based on Columbia Wanger Asset Management's 13F filing for Q4 2017, filed 13 Feb 2018.