CRC
OKSB

Curi RMB Capital’s Southwest Bancorp Inc/OK OKSB Stock Holding History

Curi RMB Capital’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
2014
Q4 		– Sell
-108,399
Closed -$1.78M – 478
2014
Q3 		$1.78M Buy
108,399
+77,899
+255% +$1.26M 0.11% 206
2014
Q2 		$520K Buy
+30,500
New +$520K 0.03% 322

Other funds holding OKSB

ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

Curi RMB Capital's OKSB Position: Q4 2014 in Review

Curi RMB Capital sold out of Southwest Bancorp Inc/OK (OKSB) in Q4 2014, closing a stake of 108,399 shares — an estimated $1.78M sold.

Curi RMB Capital first reported a position in OKSB in Q2 2014 and held it in 2 quarters. The position peaked at $1.78M in Q3 2014. 88 funds tracked by Wall St. Rank hold OKSB as of Q4 2014.

  • Curi RMB Capital reported no remaining Southwest Bancorp Inc/OK position as of Q4 2014 after selling out during the quarter.
  • Curi RMB Capital sold 108,399 Southwest Bancorp Inc/OK shares in Q4 2014, an estimated $1.78M.
  • Curi RMB Capital first reported a position in Southwest Bancorp Inc/OK in Q2 2014 and held it in 2 quarters.
  • Curi RMB Capital's Southwest Bancorp Inc/OK position peaked at $1.78M in Q3 2014.
  • 88 funds tracked by Wall St. Rank held Southwest Bancorp Inc/OK as of Q4 2014.

Based on Curi RMB Capital's 13F filing for Q4 2014, filed 11 Feb 2015.