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Montage Investments’s BOK Financial BOKF Stock Holding History

Montage Investments’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
2016
Q3 		– Sell
-11,898
Closed -$746K – 178
2016
Q2 		$746K Sell
11,898
-3,040
-20% -$180K 0.52% 79
2016
Q1 		$816K Buy
14,938
+9,181
+159% +$479K 0.58% 70
2015
Q4 		$344K Buy
+5,757
New +$377K 0.68% 57

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 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
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Montage Investments's BOKF Position: Q3 2016 in Review

Montage Investments sold out of BOK Financial (BOKF) in Q3 2016, closing a stake of 11,898 shares — an estimated $746K sold.

Montage Investments first reported a position in BOKF in Q4 2015 and held it in 3 quarters. The position peaked at $816K in Q1 2016. 143 funds tracked by Wall St. Rank hold BOKF as of Q3 2016.

  • Montage Investments reported no remaining BOK Financial position as of Q3 2016 after selling out during the quarter.
  • Montage Investments sold 11,898 BOK Financial shares in Q3 2016, an estimated $746K.
  • Montage Investments first reported a position in BOK Financial in Q4 2015 and held it in 3 quarters.
  • Montage Investments's BOK Financial position peaked at $816K in Q1 2016.
  • 143 funds tracked by Wall St. Rank held BOK Financial as of Q3 2016.

Based on Montage Investments's 13F filing for Q3 2016, filed 10 Nov 2016.