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Pin Oak Investment Advisors’s BOK Financial BOKF Stock Holding History

Pin Oak Investment Advisors’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
Q4 		– Sell
-100
Closed -$5K – 418
2020
Q3 		$5K Hold
100
– – ﹤0.01% 351
2020
Q2 		$6K Sell
100
-27
-21% -$1.38K 0.01% 327
2020
Q1 		$5K Hold
127
– – 0.01% 341
2019
Q4 		$11K Hold
127
– – 0.01% 312
2019
Q3 		$10K Hold
127
– – 0.01% 324
2019
Q2 		$10K Hold
127
– – 0.01% 353
2019
Q1 		$10K Hold
127
– – 0.01% 329
2018
Q4 		$9K Buy
+127
New +$10.8K 0.01% 323

Other funds holding BOKF

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Pin Oak Investment Advisors's BOKF Position: Q4 2020 in Review

Pin Oak Investment Advisors sold out of BOK Financial (BOKF) in Q4 2020, closing a stake of 100 shares — an estimated $5K sold.

Pin Oak Investment Advisors first reported a position in BOKF in Q4 2018 and held it in 8 quarters. The position peaked at $11K in Q4 2019. 210 funds tracked by Wall St. Rank hold BOKF as of Q4 2020.

  • Pin Oak Investment Advisors reported no remaining BOK Financial position as of Q4 2020 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 100 BOK Financial shares in Q4 2020, an estimated $5K.
  • Pin Oak Investment Advisors first reported a position in BOK Financial in Q4 2018 and held it in 8 quarters.
  • Pin Oak Investment Advisors's BOK Financial position peaked at $11K in Q4 2019.
  • 210 funds tracked by Wall St. Rank held BOK Financial as of Q4 2020.

Based on Pin Oak Investment Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.