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Douglass Winthrop Advisors’s BOK Financial BOKF Stock Holding History

Douglass Winthrop Advisors’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
2015
Q1 		– Sell
-6,698
Closed -$402K – 253
2014
Q4 		$402K Hold
6,698
– – 0.04% 149
2014
Q3 		$445K Hold
6,698
– – 0.04% 135
2014
Q2 		$446K Hold
6,698
– – 0.04% 128
2014
Q1 		$462K Hold
6,698
– – 0.05% 121
2013
Q4 		$444K Hold
6,698
– – 0.05% 120
2013
Q3 		$424K Hold
6,698
– – 0.05% 119
2013
Q2 		$429K Buy
+6,698
New +$425K 0.05% 117

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Douglass Winthrop Advisors's BOKF Position: Q1 2015 in Review

Douglass Winthrop Advisors sold out of BOK Financial (BOKF) in Q1 2015, closing a stake of 6,698 shares — an estimated $402K sold.

Douglass Winthrop Advisors first reported a position in BOKF in Q2 2013 and held it in 7 quarters. The position peaked at $462K in Q1 2014. 155 funds tracked by Wall St. Rank hold BOKF as of Q1 2015.

  • Douglass Winthrop Advisors reported no remaining BOK Financial position as of Q1 2015 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 6,698 BOK Financial shares in Q1 2015, an estimated $402K.
  • Douglass Winthrop Advisors first reported a position in BOK Financial in Q2 2013 and held it in 7 quarters.
  • Douglass Winthrop Advisors's BOK Financial position peaked at $462K in Q1 2014.
  • 155 funds tracked by Wall St. Rank held BOK Financial as of Q1 2015.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2015, filed 29 Apr 2015.