Envestnet Asset Management
OKSB

Envestnet Asset Management’s Southwest Bancorp Inc/OK OKSB Stock Holding History

Envestnet Asset 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
2016
Q2 		– Sell
-1,212
Closed -$18K – 3225
2016
Q1 		$18K Buy
+1,212
New +$19.1K ﹤0.01% 2985
2015
Q4 		– Sell
-1,029
Closed -$17K – 3171
2015
Q3 		$17K Buy
+1,029
New +$17.7K ﹤0.01% 2941

Other funds holding OKSB

ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EA
Emerald Acquisition Seattle, Washington $51.8B AUM
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management's OKSB Position: Q2 2016 in Review

Envestnet Asset Management sold out of Southwest Bancorp Inc/OK (OKSB) in Q2 2016, closing a stake of 1,212 shares — an estimated $18K sold.

Envestnet Asset Management first reported a position in OKSB in Q3 2015 and held it in 2 quarters. The position peaked at $18K in Q1 2016. 86 funds tracked by Wall St. Rank hold OKSB as of Q2 2016.

  • Envestnet Asset Management reported no remaining Southwest Bancorp Inc/OK position as of Q2 2016 after selling out during the quarter.
  • Envestnet Asset Management sold 1,212 Southwest Bancorp Inc/OK shares in Q2 2016, an estimated $18K.
  • Envestnet Asset Management first reported a position in Southwest Bancorp Inc/OK in Q3 2015 and held it in 2 quarters.
  • Envestnet Asset Management's Southwest Bancorp Inc/OK position peaked at $18K in Q1 2016.
  • 86 funds tracked by Wall St. Rank held Southwest Bancorp Inc/OK as of Q2 2016.

Based on Envestnet Asset Management's 13F filing for Q2 2016, filed 15 Aug 2016.