NewSquare Capital’s BOK Financial BOKF Stock Holding History

NewSquare Capital’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 Q2	–	Sell	-78	Closed	-$4K	–	348
2016 Q1	$4K	Buy	+78	New	+$4.07K	﹤0.01%	355

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

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

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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

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

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

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

NewSquare Capital's BOKF Position: Q2 2016 in Review

NewSquare Capital sold out of BOK Financial (BOKF) in Q2 2016, closing a stake of 78 shares — an estimated $4K sold.

NewSquare Capital first reported a position in BOKF in Q1 2016 and held it in 1 quarter. The position peaked at $4K in Q1 2016. 142 funds tracked by Wall St. Rank hold BOKF as of Q2 2016.

NewSquare Capital reported no remaining BOK Financial position as of Q2 2016 after selling out during the quarter.
NewSquare Capital sold 78 BOK Financial shares in Q2 2016, an estimated $4K.
NewSquare Capital first reported a position in BOK Financial in Q1 2016 and held it in 1 quarter.
NewSquare Capital's BOK Financial position peaked at $4K in Q1 2016.
142 funds tracked by Wall St. Rank held BOK Financial as of Q2 2016.

Based on NewSquare Capital's 13F filing for Q2 2016, filed 25 Jul 2016.