LTFS
OKSB

Ladenburg Thalmann Financial Services’s Southwest Bancorp Inc/OK OKSB Stock Holding History

Ladenburg Thalmann Financial Services’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
2016
Q3 		– Sell
-98
Closed -$2K – 5098
2016
Q2 		$2K Hold
98
– – ﹤0.01% 4512
2016
Q1 		$1K Hold
98
– – ﹤0.01% 4658
2015
Q4 		$2K Sell
98
-348
-78% -$6.14K ﹤0.01% 4459
2015
Q3 		$8K Buy
446
+229
+106% +$3.94K ﹤0.01% 3722
2015
Q2 		$4K Buy
+217
New +$3.86K ﹤0.01% 4204
2013
Q4 		– Sell
-3
Closed – – 4063
2013
Q3 		$0 Hold
3
– – ﹤0.01% 4011
2013
Q2 		$0 Buy
+3
New +$40 ﹤0.01% 3794

Other funds holding OKSB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
EA
Emerald Acquisition Seattle, Washington $51.8B AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Ladenburg Thalmann Financial Services's OKSB Position: Q3 2016 in Review

Ladenburg Thalmann Financial Services sold out of Southwest Bancorp Inc/OK (OKSB) in Q3 2016, closing a stake of 98 shares — an estimated $2K sold.

Ladenburg Thalmann Financial Services first reported a position in OKSB in Q2 2013 and held it in 7 quarters. The position peaked at $8K in Q3 2015. 85 funds tracked by Wall St. Rank hold OKSB as of Q3 2016.

  • Ladenburg Thalmann Financial Services reported no remaining Southwest Bancorp Inc/OK position as of Q3 2016 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 98 Southwest Bancorp Inc/OK shares in Q3 2016, an estimated $2K.
  • Ladenburg Thalmann Financial Services first reported a position in Southwest Bancorp Inc/OK in Q2 2013 and held it in 7 quarters.
  • Ladenburg Thalmann Financial Services's Southwest Bancorp Inc/OK position peaked at $8K in Q3 2015.
  • 85 funds tracked by Wall St. Rank held Southwest Bancorp Inc/OK as of Q3 2016.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q3 2016, filed 14 Nov 2016.