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Moneta Group Investment Advisors’s BOK Financial BOKF Stock Holding History

Moneta Group Investment 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
2018
Q2 		– Sell
-33
Closed -$3K – 415
2018
Q1 		$3K Sell
33
-34
-51% -$3.28K ﹤0.01% 542
2017
Q4 		$6K Buy
+67
New +$5.91K ﹤0.01% 366

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Moneta Group Investment Advisors's BOKF Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of BOK Financial (BOKF) in Q2 2018, closing a stake of 33 shares — an estimated $3K sold.

Moneta Group Investment Advisors first reported a position in BOKF in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q4 2017. 192 funds tracked by Wall St. Rank hold BOKF as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining BOK Financial position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 33 BOK Financial shares in Q2 2018, an estimated $3K.
  • Moneta Group Investment Advisors first reported a position in BOK Financial in Q4 2017 and held it in 2 quarters.
  • Moneta Group Investment Advisors's BOK Financial position peaked at $6K in Q4 2017.
  • 192 funds tracked by Wall St. Rank held BOK Financial as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.