Northwestern Mutual Wealth Management
OKSB

Northwestern Mutual Wealth Management’s Southwest Bancorp Inc/OK OKSB Stock Holding History

Northwestern Mutual Wealth 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
2015
Q4 		– Sell
-120
Closed -$2K – 2044
2015
Q3 		$2K Buy
+120
New +$2.06K ﹤0.01% 1512

Other funds holding OKSB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northwestern Mutual Wealth Management's OKSB Position: Q4 2015 in Review

Northwestern Mutual Wealth Management sold out of Southwest Bancorp Inc/OK (OKSB) in Q4 2015, closing a stake of 120 shares — an estimated $2K sold.

Northwestern Mutual Wealth Management first reported a position in OKSB in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 88 funds tracked by Wall St. Rank hold OKSB as of Q4 2015.

  • Northwestern Mutual Wealth Management reported no remaining Southwest Bancorp Inc/OK position as of Q4 2015 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 120 Southwest Bancorp Inc/OK shares in Q4 2015, an estimated $2K.
  • Northwestern Mutual Wealth Management first reported a position in Southwest Bancorp Inc/OK in Q3 2015 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Southwest Bancorp Inc/OK position peaked at $2K in Q3 2015.
  • 88 funds tracked by Wall St. Rank held Southwest Bancorp Inc/OK as of Q4 2015.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.