Financial Engines Advisors’s Bank OZK OZK Stock Holding History

Financial Engines 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
2018 Q1	–	Sell	-18	Closed	-$1K	–	199
2017 Q4	$1K	Buy	+18	New	+$836	﹤0.01%	192

Other funds holding OZK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Financial Engines Advisors's OZK Position: Q1 2018 in Review

Financial Engines Advisors sold out of Bank OZK (OZK) in Q1 2018, closing a stake of 18 shares — an estimated $1K sold.

Financial Engines Advisors first reported a position in OZK in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 365 funds tracked by Wall St. Rank hold OZK as of Q1 2018.

Financial Engines Advisors reported no remaining Bank OZK position as of Q1 2018 after selling out during the quarter.
Financial Engines Advisors sold 18 Bank OZK shares in Q1 2018, an estimated $1K.
Financial Engines Advisors first reported a position in Bank OZK in Q4 2017 and held it in 1 quarter.
Financial Engines Advisors's Bank OZK position peaked at $1K in Q4 2017.
365 funds tracked by Wall St. Rank held Bank OZK as of Q1 2018.

Based on Financial Engines Advisors's 13F filing for Q1 2018, filed 2 May 2018.