EWM
OKSB

Elite Wealth Management’s Southwest Bancorp Inc/OK OKSB Stock Holding History

Elite Wealth Management’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
-79
Closed -$1K – 839
2013
Q4 		$1K Buy
+79
New +$1.25K ﹤0.01% 861

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

Elite Wealth Management's OKSB Position: Q1 2014 in Review

Elite Wealth Management sold out of Southwest Bancorp Inc/OK (OKSB) in Q1 2014, closing a stake of 79 shares — an estimated $1K sold.

Elite Wealth Management first reported a position in OKSB in Q4 2013 and held it in 1 quarter. The position peaked at $1K in Q4 2013. 87 funds tracked by Wall St. Rank hold OKSB as of Q1 2014.

  • Elite Wealth Management reported no remaining Southwest Bancorp Inc/OK position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 79 Southwest Bancorp Inc/OK shares in Q1 2014, an estimated $1K.
  • Elite Wealth Management first reported a position in Southwest Bancorp Inc/OK in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's Southwest Bancorp Inc/OK position peaked at $1K in Q4 2013.
  • 87 funds tracked by Wall St. Rank held Southwest Bancorp Inc/OK as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.