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Legacy Financial Advisors’s BOK Financial BOKF Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-27
Closed -$2K – 222
2019
Q1 		$2K Hold
27
– – ﹤0.01% 887
2018
Q4 		$2K Hold
27
– – ﹤0.01% 832
2018
Q3 		$2K Hold
27
– – ﹤0.01% 794
2018
Q2 		$3K Hold
27
– – ﹤0.01% 767
2018
Q1 		$2K Hold
27
– – ﹤0.01% 745
2017
Q4 		$2K Buy
+27
New +$2.38K ﹤0.01% 727

Other funds holding BOKF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CWM
CIBC World Markets New York $20.8B AUM
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Legacy Financial Advisors's BOKF Position: Q2 2019 in Review

Legacy Financial Advisors sold out of BOK Financial (BOKF) in Q2 2019, closing a stake of 27 shares — an estimated $2K sold.

Legacy Financial Advisors first reported a position in BOKF in Q4 2017 and held it in 6 quarters. The position peaked at $3K in Q2 2018. 204 funds tracked by Wall St. Rank hold BOKF as of Q2 2019.

  • Legacy Financial Advisors reported no remaining BOK Financial position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 27 BOK Financial shares in Q2 2019, an estimated $2K.
  • Legacy Financial Advisors first reported a position in BOK Financial in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's BOK Financial position peaked at $3K in Q2 2018.
  • 204 funds tracked by Wall St. Rank held BOK Financial as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.