McAdam LLC’s BOK Financial BOKF Stock Holding History

McAdam LLC’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
2018 Q2	–	Sell	-12	Closed	-$1K	–	653
2018 Q1	$1K	Buy	+12	New	+$1.16K	﹤0.01%	610

Other funds holding BOKF

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

McAdam LLC's BOKF Position: Q2 2018 in Review

McAdam LLC sold out of BOK Financial (BOKF) in Q2 2018, closing a stake of 12 shares — an estimated $1K sold.

McAdam LLC first reported a position in BOKF in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 192 funds tracked by Wall St. Rank hold BOKF as of Q2 2018.

McAdam LLC reported no remaining BOK Financial position as of Q2 2018 after selling out during the quarter.
McAdam LLC sold 12 BOK Financial shares in Q2 2018, an estimated $1K.
McAdam LLC first reported a position in BOK Financial in Q1 2018 and held it in 1 quarter.
McAdam LLC's BOK Financial position peaked at $1K in Q1 2018.
192 funds tracked by Wall St. Rank held BOK Financial as of Q2 2018.

Based on McAdam LLC's 13F filing for Q2 2018, filed 22 Aug 2018.