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Convergence Investment Partners’s BOK Financial BOKF Stock Holding History

Convergence Investment Partners’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
2014
Q1 		– Sell
-14,433
Closed -$957K – 371
2013
Q4 		$957K Buy
+14,433
New +$913K 0.16% 177
2013
Q3 		– Sell
-9,051
Closed -$580K – 319
2013
Q2 		$580K Buy
+9,051
New +$574K 0.15% 185

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CWAM
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Capital World Investors
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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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Convergence Investment Partners's BOKF Position: Q1 2014 in Review

Convergence Investment Partners sold out of BOK Financial (BOKF) in Q1 2014, closing a stake of 14,433 shares — an estimated $957K sold.

Convergence Investment Partners first reported a position in BOKF in Q2 2013 and held it in 2 quarters. The position peaked at $957K in Q4 2013. 144 funds tracked by Wall St. Rank hold BOKF as of Q1 2014.

  • Convergence Investment Partners reported no remaining BOK Financial position as of Q1 2014 after selling out during the quarter.
  • Convergence Investment Partners sold 14,433 BOK Financial shares in Q1 2014, an estimated $957K.
  • Convergence Investment Partners first reported a position in BOK Financial in Q2 2013 and held it in 2 quarters.
  • Convergence Investment Partners's BOK Financial position peaked at $957K in Q4 2013.
  • 144 funds tracked by Wall St. Rank held BOK Financial as of Q1 2014.

Based on Convergence Investment Partners's 13F filing for Q1 2014, filed 8 May 2014.