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MSI Financial Services’s BOK Financial BOKF Stock Holding History

MSI Financial Services’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
Q1 		– Sell
-56
Closed -$3K – 3954
2015
Q4 		$3K Buy
+56
New +$3.67K ﹤0.01% 3280
2015
Q3 		– Sell
-47
Closed -$3K – 3170
2015
Q2 		$3K Buy
47
+35
+292% +$2.29K ﹤0.01% 2619
2015
Q1 		$1K Buy
+12
New +$700 ﹤0.01% 2832

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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

MSI Financial Services's BOKF Position: Q1 2016 in Review

MSI Financial Services sold out of BOK Financial (BOKF) in Q1 2016, closing a stake of 56 shares — an estimated $3K sold.

MSI Financial Services first reported a position in BOKF in Q1 2015 and held it in 3 quarters. The position peaked at $3K in Q4 2015. 148 funds tracked by Wall St. Rank hold BOKF as of Q1 2016.

  • MSI Financial Services reported no remaining BOK Financial position as of Q1 2016 after selling out during the quarter.
  • MSI Financial Services sold 56 BOK Financial shares in Q1 2016, an estimated $3K.
  • MSI Financial Services first reported a position in BOK Financial in Q1 2015 and held it in 3 quarters.
  • MSI Financial Services's BOK Financial position peaked at $3K in Q4 2015.
  • 148 funds tracked by Wall St. Rank held BOK Financial as of Q1 2016.

Based on MSI Financial Services's 13F filing for Q1 2016, filed 22 Apr 2016.