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Hirtle Callaghan & Co’s BOK Financial BOKF Stock Holding History

Hirtle Callaghan & Co’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
Q4 		– Sell
-75
Closed -$5K – 579
2014
Q3 		$5K Buy
+75
New +$5K ﹤0.01% 504

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Hirtle Callaghan & Co's BOKF Position: Q4 2014 in Review

Hirtle Callaghan & Co sold out of BOK Financial (BOKF) in Q4 2014, closing a stake of 75 shares — an estimated $5K sold.

Hirtle Callaghan & Co first reported a position in BOKF in Q3 2014 and held it in 1 quarter. The position peaked at $5K in Q3 2014. 169 funds tracked by Wall St. Rank hold BOKF as of Q4 2014.

  • Hirtle Callaghan & Co reported no remaining BOK Financial position as of Q4 2014 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 75 BOK Financial shares in Q4 2014, an estimated $5K.
  • Hirtle Callaghan & Co first reported a position in BOK Financial in Q3 2014 and held it in 1 quarter.
  • Hirtle Callaghan & Co's BOK Financial position peaked at $5K in Q3 2014.
  • 169 funds tracked by Wall St. Rank held BOK Financial as of Q4 2014.

Based on Hirtle Callaghan & Co's 13F filing for Q4 2014, filed 26 Jan 2015.