FDx Advisors’s Bank OZK OZK Stock Holding History

FDx Advisors’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
2017 Q2	–	Sell	-7,129	Closed	-$371K	–	1227
2017 Q1	$371K	Buy	7,129 +983	+16%	+$52.9K	0.01%	893
2016 Q4	$323K	Buy	+6,146	New	+$274K	0.01%	924

Other funds holding OZK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

FDx Advisors's OZK Position: Q2 2017 in Review

FDx Advisors sold out of Bank OZK (OZK) in Q2 2017, closing a stake of 7,129 shares — an estimated $371K sold.

FDx Advisors first reported a position in OZK in Q4 2016 and held it in 2 quarters. The position peaked at $371K in Q1 2017. 345 funds tracked by Wall St. Rank hold OZK as of Q2 2017.

FDx Advisors reported no remaining Bank OZK position as of Q2 2017 after selling out during the quarter.
FDx Advisors sold 7,129 Bank OZK shares in Q2 2017, an estimated $371K.
FDx Advisors first reported a position in Bank OZK in Q4 2016 and held it in 2 quarters.
FDx Advisors's Bank OZK position peaked at $371K in Q1 2017.
345 funds tracked by Wall St. Rank held Bank OZK as of Q2 2017.

Based on FDx Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.