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Dynamic Capital Management’s BOK Financial BOKF Stock Holding History

Dynamic Capital 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
2017
Q3 		– Sell
-4,260
Closed -$358K – 257
2017
Q2 		$358K Buy
+4,260
New +$347K 0.08% 197
2016
Q4 		– Sell
-15,107
Closed -$1.04M – 387
2016
Q3 		$1.04M Buy
+15,107
New +$1M 0.13% 229

Other funds holding BOKF

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
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dynamic Capital Management's BOKF Position: Q3 2017 in Review

Dynamic Capital Management sold out of BOK Financial (BOKF) in Q3 2017, closing a stake of 4,260 shares — an estimated $358K sold.

Dynamic Capital Management first reported a position in BOKF in Q3 2016 and held it in 2 quarters. The position peaked at $1.04M in Q3 2016. 160 funds tracked by Wall St. Rank hold BOKF as of Q3 2017.

  • Dynamic Capital Management reported no remaining BOK Financial position as of Q3 2017 after selling out during the quarter.
  • Dynamic Capital Management sold 4,260 BOK Financial shares in Q3 2017, an estimated $358K.
  • Dynamic Capital Management first reported a position in BOK Financial in Q3 2016 and held it in 2 quarters.
  • Dynamic Capital Management's BOK Financial position peaked at $1.04M in Q3 2016.
  • 160 funds tracked by Wall St. Rank held BOK Financial as of Q3 2017.

Based on Dynamic Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.