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FirstMerit Bank N.A. Trustee’s BOK Financial BOKF Stock Holding History

FirstMerit Bank N.A. Trustee’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
2016
Q2 		$336K Buy
5,359
+917
+21% +$54.4K 0.03% 257
2016
Q1 		$243K Buy
+4,442
New +$232K 0.02% 275

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
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
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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FirstMerit Bank N.A. Trustee's BOKF Position: Q2 2016 in Review

FirstMerit Bank N.A. Trustee increased its BOK Financial (BOKF) stake by 21% in Q2 2016, buying an estimated $54.4K and bringing the position to 5,359 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #257.

FirstMerit Bank N.A. Trustee first reported a position in BOKF in Q1 2016 and has held it in 2 quarters since. 142 funds tracked by Wall St. Rank hold BOKF as of Q2 2016.

  • FirstMerit Bank N.A. Trustee held 5,359 shares of BOK Financial worth $336K as of Q2 2016.
  • FirstMerit Bank N.A. Trustee bought 917 BOK Financial shares in Q2 2016, an estimated $54.4K.
  • BOK Financial made up 0.03% of FirstMerit Bank N.A. Trustee's portfolio in Q2 2016, its #257 holding.
  • FirstMerit Bank N.A. Trustee first reported a position in BOK Financial in Q1 2016 and has held it in 2 quarters since.
  • 142 funds tracked by Wall St. Rank held BOK Financial as of Q2 2016.

Based on FirstMerit Bank N.A. Trustee's 13F filing for Q2 2016, filed 11 Jul 2016.