MCM
OKSB

Manchester Capital Management’s Southwest Bancorp Inc/OK OKSB Stock Holding History

Manchester Capital Management’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
2015
Q1 		– Sell
-510
Closed -$9K – 1105
2014
Q4 		$9K Hold
510
– – ﹤0.01% 995
2014
Q3 		$8K Hold
510
– – ﹤0.01% 984
2014
Q2 		$9K Hold
510
– – ﹤0.01% 966
2014
Q1 		$9K Hold
510
– – ﹤0.01% 868
2013
Q4 		$8K Hold
510
– – ﹤0.01% 824
2013
Q3 		$8K Buy
+510
New +$7.62K ﹤0.01% 866

Other funds holding OKSB

ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Manchester Capital Management's OKSB Position: Q1 2015 in Review

Manchester Capital Management sold out of Southwest Bancorp Inc/OK (OKSB) in Q1 2015, closing a stake of 510 shares — an estimated $9K sold.

Manchester Capital Management first reported a position in OKSB in Q3 2013 and held it in 6 quarters. The position peaked at $9K in Q4 2014. 87 funds tracked by Wall St. Rank hold OKSB as of Q1 2015.

  • Manchester Capital Management reported no remaining Southwest Bancorp Inc/OK position as of Q1 2015 after selling out during the quarter.
  • Manchester Capital Management sold 510 Southwest Bancorp Inc/OK shares in Q1 2015, an estimated $9K.
  • Manchester Capital Management first reported a position in Southwest Bancorp Inc/OK in Q3 2013 and held it in 6 quarters.
  • Manchester Capital Management's Southwest Bancorp Inc/OK position peaked at $9K in Q4 2014.
  • 87 funds tracked by Wall St. Rank held Southwest Bancorp Inc/OK as of Q1 2015.

Based on Manchester Capital Management's 13F filing for Q1 2015, filed 7 May 2015.