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Linscomb Wealth’s BOK Financial BOKF Stock Holding History

Linscomb Wealth’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
2013
Q4 		– Sell
-3,306
Closed -$209K – 234
2013
Q3 		$209K Hold
3,306
– – 0.03% 220
2013
Q2 		$212K Buy
+3,306
New +$210K 0.03% 216

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Linscomb Wealth's BOKF Position: Q4 2013 in Review

Linscomb Wealth sold out of BOK Financial (BOKF) in Q4 2013, closing a stake of 3,306 shares — an estimated $209K sold.

Linscomb Wealth first reported a position in BOKF in Q2 2013 and held it in 2 quarters. The position peaked at $212K in Q2 2013. 149 funds tracked by Wall St. Rank hold BOKF as of Q4 2013.

  • Linscomb Wealth reported no remaining BOK Financial position as of Q4 2013 after selling out during the quarter.
  • Linscomb Wealth sold 3,306 BOK Financial shares in Q4 2013, an estimated $209K.
  • Linscomb Wealth first reported a position in BOK Financial in Q2 2013 and held it in 2 quarters.
  • Linscomb Wealth's BOK Financial position peaked at $212K in Q2 2013.
  • 149 funds tracked by Wall St. Rank held BOK Financial as of Q4 2013.

Based on Linscomb Wealth's 13F filing for Q4 2013, filed 5 Feb 2014.