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IBM Retirement Fund’s BOK Financial BOKF Stock Holding History

IBM Retirement Fund’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
2016
Q1 		– Sell
-6,524
Closed -$390K – 975
2015
Q4 		$390K Buy
+6,524
New +$427K 0.01% 1033
2015
Q3 		– Sell
-6,554
Closed -$456K – 944
2015
Q2 		$456K Buy
6,554
+131
+2% +$8.58K 0.01% 994
2015
Q1 		$393K Sell
6,423
-2
-0% -$117 0.01% 986
2014
Q4 		$386K Buy
6,425
+582
+10% +$37.6K 0.01% 993
2014
Q3 		$388K Sell
5,843
-772
-12% -$51.5K 0.01% 981
2014
Q2 		$444K Buy
6,615
+182
+3% +$11.9K 0.01% 990
2014
Q1 		$449K Sell
6,433
-3,617
-36% -$237K 0.01% 969
2013
Q4 		$666K Sell
10,050
-43
-0.4% -$2.72K 0.01% 968
2013
Q3 		$640K Sell
10,093
-2,038
-17% -$134K 0.01% 972
2013
Q2 		$777K Buy
+12,131
New +$770K 0.01% 967

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 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 $47.8B AUM 13.38% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

IBM Retirement Fund's BOKF Position: Q1 2016 in Review

IBM Retirement Fund sold out of BOK Financial (BOKF) in Q1 2016, closing a stake of 6,524 shares — an estimated $390K sold.

IBM Retirement Fund first reported a position in BOKF in Q2 2013 and held it in 10 quarters. The position peaked at $777K in Q2 2013. 148 funds tracked by Wall St. Rank hold BOKF as of Q1 2016.

  • IBM Retirement Fund reported no remaining BOK Financial position as of Q1 2016 after selling out during the quarter.
  • IBM Retirement Fund sold 6,524 BOK Financial shares in Q1 2016, an estimated $390K.
  • IBM Retirement Fund first reported a position in BOK Financial in Q2 2013 and held it in 10 quarters.
  • IBM Retirement Fund's BOK Financial position peaked at $777K in Q2 2013.
  • 148 funds tracked by Wall St. Rank held BOK Financial as of Q1 2016.

Based on IBM Retirement Fund's 13F filing for Q1 2016, filed 9 May 2016.