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Gideon Capital Advisors’s BOK Financial BOKF Stock Holding History

Gideon Capital Advisors’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
Q1 		– Sell
-14,402
Closed -$1.06M – 384
2018
Q4 		$1.06M Buy
14,402
+12,145
+538% +$1.03M 0.43% 67
2018
Q3 		$220K Buy
+2,257
New +$225K 0.1% 304
2017
Q1 		– Sell
-2,513
Closed -$209K – 399
2016
Q4 		$209K Buy
+2,513
New +$193K 0.13% 364

Other funds holding BOKF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM

Gideon Capital Advisors's BOKF Position: Q1 2019 in Review

Gideon Capital Advisors sold out of BOK Financial (BOKF) in Q1 2019, closing a stake of 14,402 shares — an estimated $1.06M sold.

Gideon Capital Advisors first reported a position in BOKF in Q4 2016 and held it in 3 quarters. The position peaked at $1.06M in Q4 2018. 204 funds tracked by Wall St. Rank hold BOKF as of Q1 2019.

  • Gideon Capital Advisors reported no remaining BOK Financial position as of Q1 2019 after selling out during the quarter.
  • Gideon Capital Advisors sold 14,402 BOK Financial shares in Q1 2019, an estimated $1.06M.
  • Gideon Capital Advisors first reported a position in BOK Financial in Q4 2016 and held it in 3 quarters.
  • Gideon Capital Advisors's BOK Financial position peaked at $1.06M in Q4 2018.
  • 204 funds tracked by Wall St. Rank held BOK Financial as of Q1 2019.

Based on Gideon Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.