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Horizon Kinetics’s BOK Financial BOKF Stock Holding History

Horizon Kinetics’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
2018
Q4 		$466K Buy
6,354
+399
+7% +$33.8K 0.02% 249
2018
Q3 		$580K Sell
5,955
-336
-5% -$33.5K 0.01% 250
2018
Q2 		$591K Sell
6,291
-2,041
-24% -$207K 0.02% 247
2018
Q1 		$825K Sell
8,332
-1,212
-13% -$117K 0.02% 203
2017
Q4 		$881K Sell
9,544
-175
-2% -$15.4K 0.03% 198
2017
Q3 		$865K Sell
9,719
-60
-0.6% -$5K 0.03% 204
2017
Q2 		$823K Sell
9,779
-1,337
-12% -$109K 0.03% 216
2017
Q1 		$870K Buy
11,116
+335
+3% +$27.3K 0.03% 211
2016
Q4 		$896K Sell
10,781
-1,111
-9% -$85.4K 0.03% 204
2016
Q3 		$820K Sell
11,892
-1,029
-8% -$68.3K 0.02% 223
2016
Q2 		$810K Sell
12,921
-1,545
-11% -$91.7K 0.02% 237
2016
Q1 		$790K Sell
14,466
-2,008
-12% -$105K 0.02% 237
2015
Q4 		$985K Sell
16,474
-1,374
-8% -$90K 0.02% 201
2015
Q3 		$1.16M Sell
17,848
-24,566
-58% -$1.6M 0.02% 174
2015
Q2 		$2.95M Sell
42,414
-630
-1% -$41.3K 0.04% 133
2015
Q1 		$2.63M Sell
43,044
-1,837
-4% -$107K 0.04% 143
2014
Q4 		$2.69M Sell
44,881
-12,681
-22% -$819K 0.04% 149
2014
Q3 		$3.83M Sell
57,562
-3,505
-6% -$234K 0.05% 118
2014
Q2 		$4.07M Buy
61,067
+426
+0.7% +$27.9K 0.05% 114
2014
Q1 		$4.19M Sell
60,641
-9,090
-13% -$595K 0.05% 115
2013
Q4 		$4.62M Buy
69,731
+3,236
+5% +$205K 0.06% 116
2013
Q3 		$4.21M Sell
66,495
-2,509
-4% -$165K 0.06% 111
2013
Q2 		$4.42M Buy
+69,004
New +$4.38M 0.06% 113

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Horizon Kinetics's BOKF Position: Q4 2018 in Review

Horizon Kinetics increased its BOK Financial (BOKF) stake by 6.7% in Q4 2018, buying an estimated $33.8K and bringing the position to 6,354 shares worth $466K. The position accounts for 0.02% of the portfolio, ranked #249.

Horizon Kinetics first reported a position in BOKF in Q2 2013 and has held it in 23 quarters since. The position peaked at $4.62M in Q4 2013. 208 funds tracked by Wall St. Rank hold BOKF as of Q4 2018.

  • Horizon Kinetics held 6,354 shares of BOK Financial worth $466K as of Q4 2018.
  • Horizon Kinetics bought 399 BOK Financial shares in Q4 2018, an estimated $33.8K.
  • BOK Financial made up 0.02% of Horizon Kinetics's portfolio in Q4 2018, its #249 holding.
  • Horizon Kinetics first reported a position in BOK Financial in Q2 2013 and has held it in 23 quarters since.
  • Horizon Kinetics's BOK Financial position peaked at $4.62M in Q4 2013.
  • 208 funds tracked by Wall St. Rank held BOK Financial as of Q4 2018.

Based on Horizon Kinetics's 13F filing for Q4 2018, filed 14 Feb 2019.