HR
OKSB

Howe & Rusling’s Southwest Bancorp Inc/OK OKSB Stock Holding History

Howe & Rusling’s Portfolio OKSB Stock Details OKSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-105
Closed -$3K – 1115
2016
Q4 		$3K Hold
105
– – ﹤0.01% 837
2016
Q3 		$2K Buy
+105
New +$1.98K ﹤0.01% 931

Other funds holding OKSB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $121M AUM 74.36% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return

Howe & Rusling's OKSB Position: Q1 2017 in Review

Howe & Rusling sold out of Southwest Bancorp Inc/OK (OKSB) in Q1 2017, closing a stake of 105 shares — an estimated $3K sold.

Howe & Rusling first reported a position in OKSB in Q3 2016 and held it in 2 quarters. The position peaked at $3K in Q4 2016. 86 funds tracked by Wall St. Rank hold OKSB as of Q1 2017.

  • Howe & Rusling reported no remaining Southwest Bancorp Inc/OK position as of Q1 2017 after selling out during the quarter.
  • Howe & Rusling sold 105 Southwest Bancorp Inc/OK shares in Q1 2017, an estimated $3K.
  • Howe & Rusling first reported a position in Southwest Bancorp Inc/OK in Q3 2016 and held it in 2 quarters.
  • Howe & Rusling's Southwest Bancorp Inc/OK position peaked at $3K in Q4 2016.
  • 86 funds tracked by Wall St. Rank held Southwest Bancorp Inc/OK as of Q1 2017.

Based on Howe & Rusling's 13F filing for Q1 2017, filed 18 Apr 2017.