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Ellis Investment Partners’s BOK Financial BOKF Stock Holding History

Ellis Investment Partners’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
2020
Q1 		– Sell
-639
Closed -$45K – 719
2019
Q4 		$55K Hold
639
– – 0.02% 326
2019
Q3 		$49K Hold
639
– – 0.02% 336
2019
Q2 		$48K Buy
+639
New +$51.8K 0.02% 328

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AI
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CWM
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Neuberger Berman Group
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Artisan Partners
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Diamond Hill Capital Management
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Ellis Investment Partners's BOKF Position: Q1 2020 in Review

Ellis Investment Partners sold out of BOK Financial (BOKF) in Q1 2020, closing a stake of 639 shares — an estimated $45K sold.

Ellis Investment Partners first reported a position in BOKF in Q2 2019 and held it in 3 quarters. The position peaked at $55K in Q4 2019. 171 funds tracked by Wall St. Rank hold BOKF as of Q1 2020.

  • Ellis Investment Partners reported no remaining BOK Financial position as of Q1 2020 after selling out during the quarter.
  • Ellis Investment Partners sold 639 BOK Financial shares in Q1 2020, an estimated $45K.
  • Ellis Investment Partners first reported a position in BOK Financial in Q2 2019 and held it in 3 quarters.
  • Ellis Investment Partners's BOK Financial position peaked at $55K in Q4 2019.
  • 171 funds tracked by Wall St. Rank held BOK Financial as of Q1 2020.

Based on Ellis Investment Partners's 13F filing for Q1 2020, filed 17 Apr 2020.