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Invictus RG’s BOK Financial BOKF Stock Holding History

Invictus RG’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
2017
Q4 		– Sell
-1,244
Closed -$111K – 279
2017
Q3 		$111K Sell
1,244
-3,792
-75% -$316K 0.1% 270
2017
Q2 		$424K Buy
+5,036
New +$411K 0.31% 105
2016
Q1 		– Sell
-3,295
Closed -$197K – 598
2015
Q4 		$197K Buy
+3,295
New +$216K 0.19% 208

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invictus RG's BOKF Position: Q4 2017 in Review

Invictus RG sold out of BOK Financial (BOKF) in Q4 2017, closing a stake of 1,244 shares — an estimated $111K sold.

Invictus RG first reported a position in BOKF in Q4 2015 and held it in 3 quarters. The position peaked at $424K in Q2 2017. 159 funds tracked by Wall St. Rank hold BOKF as of Q4 2017.

  • Invictus RG reported no remaining BOK Financial position as of Q4 2017 after selling out during the quarter.
  • Invictus RG sold 1,244 BOK Financial shares in Q4 2017, an estimated $111K.
  • Invictus RG first reported a position in BOK Financial in Q4 2015 and held it in 3 quarters.
  • Invictus RG's BOK Financial position peaked at $424K in Q2 2017.
  • 159 funds tracked by Wall St. Rank held BOK Financial as of Q4 2017.

Based on Invictus RG's 13F filing for Q4 2017, filed 13 Feb 2018.