IIM
OKSB

Ironwood Investment Management’s Southwest Bancorp Inc/OK OKSB Stock Holding History

Ironwood Investment Management’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
-21,167
Closed -$614K – 171
2016
Q4 		$614K Sell
21,167
-1,850
-8% -$40.7K 0.45% 91
2016
Q3 		$437K Sell
23,017
-5,005
-18% -$94.3K 0.34% 113
2016
Q2 		$474K Sell
28,022
-11,019
-28% -$176K 0.36% 108
2016
Q1 		$588K Sell
39,041
-46,837
-55% -$737K 0.39% 96
2015
Q4 		$1.5M Sell
85,878
-20,501
-19% -$362K 0.62% 63
2015
Q3 		$1.75M Sell
106,379
-55,962
-34% -$962K 0.64% 59
2015
Q2 		$3.02M Sell
162,341
-42,696
-21% -$760K 0.69% 62
2015
Q1 		$3.65M Sell
205,037
-14,625
-7% -$241K 0.68% 63
2014
Q4 		$3.81M Sell
219,662
-11,892
-5% -$203K 0.7% 62
2014
Q3 		$3.8M Sell
231,554
-19,303
-8% -$313K 0.69% 60
2014
Q2 		$4.28M Sell
250,857
-32,921
-12% -$561K 0.68% 61
2014
Q1 		$5.01M Sell
283,778
-21,462
-7% -$373K 0.73% 64
2013
Q4 		$4.86M Buy
305,240
+10,894
+4% +$172K 0.68% 64
2013
Q3 		$4.36M Buy
294,346
+8,204
+3% +$123K 0.68% 66
2013
Q2 		$3.78M Buy
+286,142
New +$3.78M 0.67% 62

Other funds holding OKSB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 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 $1.06B AUM 40.82% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return

Ironwood Investment Management's OKSB Position: Q1 2017 in Review

Ironwood Investment Management sold out of Southwest Bancorp Inc/OK (OKSB) in Q1 2017, closing a stake of 21,167 shares — an estimated $614K sold.

Ironwood Investment Management first reported a position in OKSB in Q2 2013 and held it in 15 quarters. The position peaked at $5.01M in Q1 2014. 86 funds tracked by Wall St. Rank hold OKSB as of Q1 2017.

  • Ironwood Investment Management reported no remaining Southwest Bancorp Inc/OK position as of Q1 2017 after selling out during the quarter.
  • Ironwood Investment Management sold 21,167 Southwest Bancorp Inc/OK shares in Q1 2017, an estimated $614K.
  • Ironwood Investment Management first reported a position in Southwest Bancorp Inc/OK in Q2 2013 and held it in 15 quarters.
  • Ironwood Investment Management's Southwest Bancorp Inc/OK position peaked at $5.01M in Q1 2014.
  • 86 funds tracked by Wall St. Rank held Southwest Bancorp Inc/OK as of Q1 2017.

Based on Ironwood Investment Management's 13F filing for Q1 2017, filed 16 May 2017.