Jacobs Levy Equity Management
OKSB

Jacobs Levy Equity Management’s Southwest Bancorp Inc/OK OKSB Stock Holding History

Jacobs Levy Equity 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
2014
Q3 		– Sell
-18,501
Closed -$316K – 1011
2014
Q2 		$316K Sell
18,501
-9,000
-33% -$153K 0.01% 703
2014
Q1 		$486K Buy
27,501
+7,900
+40% +$137K 0.01% 672
2013
Q4 		$312K Buy
+19,601
New +$309K ﹤0.01% 806

Other funds holding OKSB

ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jacobs Levy Equity Management's OKSB Position: Q3 2014 in Review

Jacobs Levy Equity Management sold out of Southwest Bancorp Inc/OK (OKSB) in Q3 2014, closing a stake of 18,501 shares — an estimated $316K sold.

Jacobs Levy Equity Management first reported a position in OKSB in Q4 2013 and held it in 3 quarters. The position peaked at $486K in Q1 2014. 86 funds tracked by Wall St. Rank hold OKSB as of Q3 2014.

  • Jacobs Levy Equity Management reported no remaining Southwest Bancorp Inc/OK position as of Q3 2014 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 18,501 Southwest Bancorp Inc/OK shares in Q3 2014, an estimated $316K.
  • Jacobs Levy Equity Management first reported a position in Southwest Bancorp Inc/OK in Q4 2013 and held it in 3 quarters.
  • Jacobs Levy Equity Management's Southwest Bancorp Inc/OK position peaked at $486K in Q1 2014.
  • 86 funds tracked by Wall St. Rank held Southwest Bancorp Inc/OK as of Q3 2014.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2014, filed 14 Nov 2014.