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Orser Capital Management’s BOK Financial BOKF Stock Holding History

Orser Capital Management’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
2020
Q1 		– Sell
-2,800
Closed -$244K – 57
2019
Q4 		$244K Sell
2,800
-140
-5% -$11.4K 0.24% 74
2019
Q3 		$230K Buy
+2,940
New +$230K 0.27% 65

Other funds holding BOKF

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Orser Capital Management's BOKF Position: Q1 2020 in Review

Orser Capital Management sold out of BOK Financial (BOKF) in Q1 2020, closing a stake of 2,800 shares — an estimated $244K sold.

Orser Capital Management first reported a position in BOKF in Q3 2019 and held it in 2 quarters. The position peaked at $244K in Q4 2019. 171 funds tracked by Wall St. Rank hold BOKF as of Q1 2020.

  • Orser Capital Management reported no remaining BOK Financial position as of Q1 2020 after selling out during the quarter.
  • Orser Capital Management sold 2,800 BOK Financial shares in Q1 2020, an estimated $244K.
  • Orser Capital Management first reported a position in BOK Financial in Q3 2019 and held it in 2 quarters.
  • Orser Capital Management's BOK Financial position peaked at $244K in Q4 2019.
  • 171 funds tracked by Wall St. Rank held BOK Financial as of Q1 2020.

Based on Orser Capital Management's 13F filing for Q1 2020, filed 8 May 2020.