Elite Wealth Management’s Bank OZK OZK Stock Holding History

Elite Wealth Management’s Portfolio OZK Stock Details OZK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-106	Closed	-$3K	–	578
2013 Q4	$3K	Buy	+106	New	+$2.75K	﹤0.01%	582

Other funds holding OZK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank OZK Little Rock, Arkansas $283M AUM 24.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCP

TAMRO Capital Partners Alexandria, Virginia $369M AUM 1.2% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Elite Wealth Management sold out of Bank OZK (OZK) in Q1 2014, closing a stake of 106 shares — an estimated $3K sold.

Elite Wealth Management first reported a position in OZK in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 186 funds tracked by Wall St. Rank hold OZK as of Q1 2014.

Elite Wealth Management reported no remaining Bank OZK position as of Q1 2014 after selling out during the quarter.
Elite Wealth Management sold 106 Bank OZK shares in Q1 2014, an estimated $3K.
Elite Wealth Management first reported a position in Bank OZK in Q4 2013 and held it in 1 quarter.
Elite Wealth Management's Bank OZK position peaked at $3K in Q4 2013.
186 funds tracked by Wall St. Rank held Bank OZK as of Q1 2014.

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