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Kessler Investment Group’s Bank OZK OZK Stock Holding History

Kessler Investment Group’s Portfolio OZK Stock Details OZK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-3,663
Closed -$176K – 96
2017
Q3 		$176K Sell
3,663
-1,697
-32% -$75.6K 0.23% 41
2017
Q2 		$251K Hold
5,360
– – 0.32% 43
2017
Q1 		$279K Hold
5,360
– – 0.36% 43
2016
Q4 		$282K Buy
+5,360
New +$239K 0.34% 45

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Kessler Investment Group's OZK Position: Q4 2017 in Review

Kessler Investment Group sold out of Bank OZK (OZK) in Q4 2017, closing a stake of 3,663 shares — an estimated $176K sold.

Kessler Investment Group first reported a position in OZK in Q4 2016 and held it in 4 quarters. The position peaked at $282K in Q4 2016. 372 funds tracked by Wall St. Rank hold OZK as of Q4 2017.

  • Kessler Investment Group reported no remaining Bank OZK position as of Q4 2017 after selling out during the quarter.
  • Kessler Investment Group sold 3,663 Bank OZK shares in Q4 2017, an estimated $176K.
  • Kessler Investment Group first reported a position in Bank OZK in Q4 2016 and held it in 4 quarters.
  • Kessler Investment Group's Bank OZK position peaked at $282K in Q4 2016.
  • 372 funds tracked by Wall St. Rank held Bank OZK as of Q4 2017.

Based on Kessler Investment Group's 13F filing for Q4 2017, filed 11 Jan 2018.