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Ground Swell Capital’s BOK Financial BOKF Stock Holding History

Ground Swell Capital’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
2014
Q3 		– Sell
-145
Closed -$10K – 2414
2014
Q2 		$10K Buy
+145
New +$9.48K 0.02% 701

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ground Swell Capital's BOKF Position: Q3 2014 in Review

Ground Swell Capital sold out of BOK Financial (BOKF) in Q3 2014, closing a stake of 145 shares — an estimated $10K sold.

Ground Swell Capital first reported a position in BOKF in Q2 2014 and held it in 1 quarter. The position peaked at $10K in Q2 2014. 158 funds tracked by Wall St. Rank hold BOKF as of Q3 2014.

  • Ground Swell Capital reported no remaining BOK Financial position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 145 BOK Financial shares in Q3 2014, an estimated $10K.
  • Ground Swell Capital first reported a position in BOK Financial in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's BOK Financial position peaked at $10K in Q2 2014.
  • 158 funds tracked by Wall St. Rank held BOK Financial as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.