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Kaizen Advisory’s BOK Financial BOKF Stock Holding History

Kaizen Advisory’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
2018
Q4 		$629K Sell
8,575
-1,663
-16% -$141K 0.44% 81
2018
Q3 		$996K Buy
+10,238
New +$1.02M 0.52% 64

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kaizen Advisory's BOKF Position: Q4 2018 in Review

Kaizen Advisory reduced its BOK Financial (BOKF) stake by 16% in Q4 2018, selling an estimated $141K and leaving 8,575 shares worth $629K. The position accounts for 0.44% of the portfolio, ranked #81.

Kaizen Advisory first reported a position in BOKF in Q3 2018 and has held it in 2 quarters since. The position peaked at $996K in Q3 2018. 208 funds tracked by Wall St. Rank hold BOKF as of Q4 2018.

  • Kaizen Advisory held 8,575 shares of BOK Financial worth $629K as of Q4 2018.
  • Kaizen Advisory sold 1,663 BOK Financial shares in Q4 2018, an estimated $141K.
  • BOK Financial made up 0.44% of Kaizen Advisory's portfolio in Q4 2018, its #81 holding.
  • Kaizen Advisory first reported a position in BOK Financial in Q3 2018 and has held it in 2 quarters since.
  • Kaizen Advisory's BOK Financial position peaked at $996K in Q3 2018.
  • 208 funds tracked by Wall St. Rank held BOK Financial as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.