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Midwest Professional Planners Ltd (MPPL)’s Bank OZK OZK Stock Holding History

Midwest Professional Planners Ltd (MPPL)’s Portfolio OZK Stock Details OZK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-35
Closed -$2K – 234
2018
Q2 		$2K Hold
35
– – ﹤0.01% 308
2018
Q1 		$2K Hold
35
– – ﹤0.01% 302
2017
Q4 		$2K Buy
+35
New +$1.63K ﹤0.01% 320

Other funds holding OZK

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s OZK Position: Q3 2018 in Review

Midwest Professional Planners Ltd (MPPL) sold out of Bank OZK (OZK) in Q3 2018, closing a stake of 35 shares — an estimated $2K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in OZK in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q2 2018. 330 funds tracked by Wall St. Rank hold OZK as of Q3 2018.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining Bank OZK position as of Q3 2018 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 35 Bank OZK shares in Q3 2018, an estimated $2K.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in Bank OZK in Q4 2017 and held it in 3 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s Bank OZK position peaked at $2K in Q2 2018.
  • 330 funds tracked by Wall St. Rank held Bank OZK as of Q3 2018.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q3 2018, filed 13 Nov 2018.