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Perkins Investment Management’s BOK Financial BOKF Stock Holding History

Perkins Investment 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
2015
Q2 		– Sell
-149,184
Closed -$9.13M – 260
2015
Q1 		$9.13M Sell
149,184
-158,879
-52% -$9.27M 0.09% 177
2014
Q4 		$18.5M Sell
308,063
-203,353
-40% -$13.1M 0.17% 147
2014
Q3 		$34M Buy
511,416
+13,770
+3% +$919K 0.31% 99
2014
Q2 		$33.1M Buy
497,646
+55,448
+13% +$3.63M 0.27% 104
2014
Q1 		$30.5M Buy
+442,198
New +$28.9M 0.23% 109

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Perkins Investment Management's BOKF Position: Q2 2015 in Review

Perkins Investment Management sold out of BOK Financial (BOKF) in Q2 2015, closing a stake of 149,184 shares — an estimated $9.13M sold.

Perkins Investment Management first reported a position in BOKF in Q1 2014 and held it in 5 quarters. The position peaked at $34M in Q3 2014. 155 funds tracked by Wall St. Rank hold BOKF as of Q2 2015.

  • Perkins Investment Management reported no remaining BOK Financial position as of Q2 2015 after selling out during the quarter.
  • Perkins Investment Management sold 149,184 BOK Financial shares in Q2 2015, an estimated $9.13M.
  • Perkins Investment Management first reported a position in BOK Financial in Q1 2014 and held it in 5 quarters.
  • Perkins Investment Management's BOK Financial position peaked at $34M in Q3 2014.
  • 155 funds tracked by Wall St. Rank held BOK Financial as of Q2 2015.

Based on Perkins Investment Management's 13F filing for Q2 2015, filed 17 Aug 2015.