CC
OKSB

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

Curian 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
Q1 		– Sell
-35,926
Closed -$572K – 682
2013
Q4 		$572K Buy
35,926
+613
+2% +$9.68K 0.01% 485
2013
Q3 		$523K Buy
35,313
+642
+2% +$9.59K 0.01% 502
2013
Q2 		$458K Buy
+34,671
New +$458K 0.01% 496

Other funds holding OKSB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return

Curian Capital's OKSB Position: Q1 2014 in Review

Curian Capital sold out of Southwest Bancorp Inc/OK (OKSB) in Q1 2014, closing a stake of 35,926 shares — an estimated $572K sold.

Curian Capital first reported a position in OKSB in Q2 2013 and held it in 3 quarters. The position peaked at $572K in Q4 2013. 87 funds tracked by Wall St. Rank hold OKSB as of Q1 2014.

  • Curian Capital reported no remaining Southwest Bancorp Inc/OK position as of Q1 2014 after selling out during the quarter.
  • Curian Capital sold 35,926 Southwest Bancorp Inc/OK shares in Q1 2014, an estimated $572K.
  • Curian Capital first reported a position in Southwest Bancorp Inc/OK in Q2 2013 and held it in 3 quarters.
  • Curian Capital's Southwest Bancorp Inc/OK position peaked at $572K in Q4 2013.
  • 87 funds tracked by Wall St. Rank held Southwest Bancorp Inc/OK as of Q1 2014.

Based on Curian Capital's 13F filing for Q1 2014, filed 12 May 2014.