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OZK icon

Cue Advisory Services’s Bank OZK OZK Stock Holding History

Cue Advisory Services’s Portfolio OZK Stock Details OZK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-4,595
Closed -$239K – 167
2017
Q1 		$239K Sell
4,595
-590
-11% -$31.7K 0.18% 139
2016
Q4 		$273K Sell
5,185
-170
-3% -$7.57K 0.22% 125
2016
Q3 		$206K Sell
5,355
-21,595
-80% -$819K 0.17% 136
2016
Q2 		$1.01M Buy
26,950
+2,265
+9% +$89.3K 0.87% 44
2016
Q1 		$1.04M Buy
24,685
+19,570
+383% +$824K 0.9% 38
2015
Q4 		$253K Buy
+5,115
New +$257K 0.23% 124

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return