Pathstone Family Office’s BOK Financial BOKF Stock Holding History

Pathstone Family Office’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
2019 Q2	–	Sell	-36	Closed	-$3K	–	662
2019 Q1	$3K	Buy	+36	New	+$3.02K	﹤0.01%	673

Other funds holding BOKF

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pathstone Family Office's BOKF Position: Q2 2019 in Review

Pathstone Family Office sold out of BOK Financial (BOKF) in Q2 2019, closing a stake of 36 shares — an estimated $3K sold.

Pathstone Family Office first reported a position in BOKF in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 204 funds tracked by Wall St. Rank hold BOKF as of Q2 2019.

Pathstone Family Office reported no remaining BOK Financial position as of Q2 2019 after selling out during the quarter.
Pathstone Family Office sold 36 BOK Financial shares in Q2 2019, an estimated $3K.
Pathstone Family Office first reported a position in BOK Financial in Q1 2019 and held it in 1 quarter.
Pathstone Family Office's BOK Financial position peaked at $3K in Q1 2019.
204 funds tracked by Wall St. Rank held BOK Financial as of Q2 2019.

Based on Pathstone Family Office's 13F filing for Q2 2019, filed 14 Aug 2019.