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Destination Wealth Management’s BOK Financial BOKF Stock Holding History

Destination Wealth 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
2018
Q4 		– Sell
-16
Closed -$2K – 527
2018
Q3 		$2K Buy
+16
New +$1.6K ﹤0.01% 563

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Destination Wealth Management's BOKF Position: Q4 2018 in Review

Destination Wealth Management sold out of BOK Financial (BOKF) in Q4 2018, closing a stake of 16 shares — an estimated $2K sold.

Destination Wealth Management first reported a position in BOKF in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 208 funds tracked by Wall St. Rank hold BOKF as of Q4 2018.

  • Destination Wealth Management reported no remaining BOK Financial position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 16 BOK Financial shares in Q4 2018, an estimated $2K.
  • Destination Wealth Management first reported a position in BOK Financial in Q3 2018 and held it in 1 quarter.
  • Destination Wealth Management's BOK Financial position peaked at $2K in Q3 2018.
  • 208 funds tracked by Wall St. Rank held BOK Financial as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.