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FT Options’s Bank OZK OZK Stock Holding History

FT Options’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
Q3 		– Sell
-15,000
Closed -$21K – 254
2017
Q2 		$21K Buy
+15,000
New +$713K 0.04% 139
2016
Q4 		– Sell
-57,000
Closed -$160K – 344
2016
Q3 		$160K Buy
57,000
+37,000
+185% +$1.4M 0.13% 120
2016
Q2 		$104K Buy
+20,000
New +$788K 0.09% 148

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

FT Options's OZK Position: Q4 2016 in Review

FT Options sold out of Bank OZK (OZK) in Q4 2016, closing a stake of 23,675 shares — an estimated $909K sold.

FT Options first reported a position in OZK in Q2 2016 and held it in 2 quarters. The position peaked at $909K in Q3 2016. 350 funds tracked by Wall St. Rank hold OZK as of Q4 2016.

  • FT Options reported no remaining Bank OZK position as of Q4 2016 after selling out during the quarter.
  • FT Options sold 23,675 Bank OZK shares in Q4 2016, an estimated $909K.
  • FT Options first reported a position in Bank OZK in Q2 2016 and held it in 2 quarters.
  • FT Options's Bank OZK position peaked at $909K in Q3 2016.
  • 350 funds tracked by Wall St. Rank held Bank OZK as of Q4 2016.

Based on FT Options's 13F filing for Q4 2016, filed 10 Feb 2017.