Glenmede Trust’s BOK Financial BOKF Stock Holding History

Glenmede Trust’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
2020 Q2	–	Sell	-184	Closed	-$16K	–	2455
2020 Q1	$16K	Hold	184	–	–	﹤0.01%	2190
2019 Q4	$16K	Hold	184	–	–	﹤0.01%	2190
2019 Q3	$14	Hold	184	–	–	﹤0.01%	2207
2019 Q2	$13	Hold	184	–	–	﹤0.01%	2255
2019 Q1	$15	Hold	184	–	–	﹤0.01%	2206
2018 Q4	$13	Buy	+184	New	+$15.6K	﹤0.01%	2160
2018 Q3	–	Sell	-184	Closed	-$17K	–	1484
2018 Q2	$17K	Hold	184	–	–	﹤0.01%	1756
2018 Q1	$16K	Hold	184	–	–	﹤0.01%	2037
2017 Q4	$16K	Hold	184	–	–	﹤0.01%	2037
2017 Q3	$16K	Hold	184	–	–	﹤0.01%	2038
2017 Q2	$14K	Hold	184	–	–	﹤0.01%	2027
2017 Q1	$14K	Buy	+184	New	+$15K	﹤0.01%	2027
2015 Q1	–	Sell	-155	Closed	-$9K	–	2452
2014 Q4	$9K	Hold	155	–	–	﹤0.01%	2226
2014 Q3	$10K	Buy	+155	New	+$10.3K	﹤0.01%	2115

Other funds holding BOKF

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

CWM

CIBC World Markets New York $20.8B AUM

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Glenmede Trust's BOKF Position: Q2 2020 in Review

Glenmede Trust sold out of BOK Financial (BOKF) in Q2 2020, closing a stake of 184 shares — an estimated $16K sold.

Glenmede Trust first reported a position in BOKF in Q3 2014 and held it in 14 quarters. The position peaked at $17K in Q2 2018. 171 funds tracked by Wall St. Rank hold BOKF as of Q2 2020.

Glenmede Trust reported no remaining BOK Financial position as of Q2 2020 after selling out during the quarter.
Glenmede Trust sold 184 BOK Financial shares in Q2 2020, an estimated $16K.
Glenmede Trust first reported a position in BOK Financial in Q3 2014 and held it in 14 quarters.
Glenmede Trust's BOK Financial position peaked at $17K in Q2 2018.
171 funds tracked by Wall St. Rank held BOK Financial as of Q2 2020.

Based on Glenmede Trust's 13F filing for Q2 2020, filed 14 Aug 2020.