FWM
OZK icon

FFT Wealth Management’s Bank OZK OZK Stock Holding History

FFT 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
2016
Q4 		– Sell
-36,522
Closed -$1.39M – 85
2016
Q3 		$1.39M Buy
+36,522
New +$1.38M 0.59% 22

Other funds holding OZK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
William Blair Investment Management
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
BO
Bank OZK Little Rock, Arkansas $337M AUM 41.2% 1-Year Est. Return

FFT Wealth Management's OZK Position: Q4 2016 in Review

FFT Wealth Management sold out of Bank OZK (OZK) in Q4 2016, closing a stake of 36,522 shares — an estimated $1.39M sold.

FFT Wealth Management first reported a position in OZK in Q3 2016 and held it in 1 quarter. The position peaked at $1.39M in Q3 2016. 351 funds tracked by Wall St. Rank hold OZK as of Q4 2016.

  • FFT Wealth Management reported no remaining Bank OZK position as of Q4 2016 after selling out during the quarter.
  • FFT Wealth Management sold 36,522 Bank OZK shares in Q4 2016, an estimated $1.39M.
  • FFT Wealth Management first reported a position in Bank OZK in Q3 2016 and held it in 1 quarter.
  • FFT Wealth Management's Bank OZK position peaked at $1.39M in Q3 2016.
  • 351 funds tracked by Wall St. Rank held Bank OZK as of Q4 2016.

Based on FFT Wealth Management's 13F filing for Q4 2016, filed 15 Feb 2017.