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Obermeyer Wealth Partners’s BOK Financial BOKF Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-1,500
Closed -$96K – 82
2013
Q2 		$96K Buy
+1,500
New +$95.2K 0.03% 81

Other funds holding BOKF

GKFF
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CWAM
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Obermeyer Wealth Partners's BOKF Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of BOK Financial (BOKF) in Q3 2013, closing a stake of 1,500 shares — an estimated $96K sold.

Obermeyer Wealth Partners first reported a position in BOKF in Q2 2013 and held it in 1 quarter. The position peaked at $96K in Q2 2013. 151 funds tracked by Wall St. Rank hold BOKF as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining BOK Financial position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 1,500 BOK Financial shares in Q3 2013, an estimated $96K.
  • Obermeyer Wealth Partners first reported a position in BOK Financial in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's BOK Financial position peaked at $96K in Q2 2013.
  • 151 funds tracked by Wall St. Rank held BOK Financial as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.