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First Personal Financial Services’s BOK Financial BOKF Stock Holding History

First Personal Financial Services’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
2019
Q3 		– Sell
-68
Closed -$5K – 566
2019
Q2 		$5K Hold
68
– – ﹤0.01% 588
2019
Q1 		$6K Hold
68
– – ﹤0.01% 563
2018
Q4 		$5K Hold
68
– – ﹤0.01% 554
2018
Q3 		$7K Buy
68
+10
+17% +$998 ﹤0.01% 550
2018
Q2 		$5K Hold
58
– – ﹤0.01% 571
2018
Q1 		$6K Hold
58
– – ﹤0.01% 892
2017
Q4 		$5K Buy
+58
New +$5.12K ﹤0.01% 888

Other funds holding BOKF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Personal Financial Services's BOKF Position: Q3 2019 in Review

First Personal Financial Services sold out of BOK Financial (BOKF) in Q3 2019, closing a stake of 68 shares — an estimated $5K sold.

First Personal Financial Services first reported a position in BOKF in Q4 2017 and held it in 7 quarters. The position peaked at $7K in Q3 2018. 191 funds tracked by Wall St. Rank hold BOKF as of Q3 2019.

  • First Personal Financial Services reported no remaining BOK Financial position as of Q3 2019 after selling out during the quarter.
  • First Personal Financial Services sold 68 BOK Financial shares in Q3 2019, an estimated $5K.
  • First Personal Financial Services first reported a position in BOK Financial in Q4 2017 and held it in 7 quarters.
  • First Personal Financial Services's BOK Financial position peaked at $7K in Q3 2018.
  • 191 funds tracked by Wall St. Rank held BOK Financial as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.