NCCM
OKSB

Nine Chapters Capital Management’s Southwest Bancorp Inc/OK OKSB Stock Holding History

Nine Chapters Capital Management’s Portfolio OKSB Stock Details OKSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-15,300
Closed -$261K – 1364
2014
Q2 		$261K Buy
+15,300
New +$261K 0.02% 760
2014
Q1 		– Sell
-16,800
Closed -$267K – 1104
2013
Q4 		$267K Buy
+16,800
New +$265K 0.03% 644

Other funds holding OKSB

ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nine Chapters Capital Management's OKSB Position: Q3 2014 in Review

Nine Chapters Capital Management sold out of Southwest Bancorp Inc/OK (OKSB) in Q3 2014, closing a stake of 15,300 shares — an estimated $261K sold.

Nine Chapters Capital Management first reported a position in OKSB in Q4 2013 and held it in 2 quarters. The position peaked at $267K in Q4 2013. 86 funds tracked by Wall St. Rank hold OKSB as of Q3 2014.

  • Nine Chapters Capital Management reported no remaining Southwest Bancorp Inc/OK position as of Q3 2014 after selling out during the quarter.
  • Nine Chapters Capital Management sold 15,300 Southwest Bancorp Inc/OK shares in Q3 2014, an estimated $261K.
  • Nine Chapters Capital Management first reported a position in Southwest Bancorp Inc/OK in Q4 2013 and held it in 2 quarters.
  • Nine Chapters Capital Management's Southwest Bancorp Inc/OK position peaked at $267K in Q4 2013.
  • 86 funds tracked by Wall St. Rank held Southwest Bancorp Inc/OK as of Q3 2014.

Based on Nine Chapters Capital Management's 13F filing for Q3 2014, filed 14 Nov 2014.