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Numeric Investors’s BOK Financial BOKF Stock Holding History

Numeric Investors’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
Q4 		– Sell
-3,900
Closed -$269K – 1044
2016
Q3 		$269K Buy
+3,900
New +$259K ﹤0.01% 956
2015
Q3 		– Sell
-18,800
Closed -$1.31M – 992
2015
Q2 		$1.31M Buy
+18,800
New +$1.23M 0.02% 456
2013
Q3 		– Sell
-5,400
Closed -$346K – 752
2013
Q2 		$346K Buy
+5,400
New +$343K 0.01% 618

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
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Numeric Investors's BOKF Position: Q4 2016 in Review

Numeric Investors sold out of BOK Financial (BOKF) in Q4 2016, closing a stake of 3,900 shares — an estimated $269K sold.

Numeric Investors first reported a position in BOKF in Q2 2013 and held it in 3 quarters. The position peaked at $1.31M in Q2 2015. 154 funds tracked by Wall St. Rank hold BOKF as of Q4 2016.

  • Numeric Investors reported no remaining BOK Financial position as of Q4 2016 after selling out during the quarter.
  • Numeric Investors sold 3,900 BOK Financial shares in Q4 2016, an estimated $269K.
  • Numeric Investors first reported a position in BOK Financial in Q2 2013 and held it in 3 quarters.
  • Numeric Investors's BOK Financial position peaked at $1.31M in Q2 2015.
  • 154 funds tracked by Wall St. Rank held BOK Financial as of Q4 2016.

Based on Numeric Investors's 13F filing for Q4 2016, filed 13 Feb 2017.