PH
OKSB

Pinnacle Holdings’s Southwest Bancorp Inc/OK OKSB Stock Holding History

Pinnacle Holdings’s Portfolio OKSB Stock Details OKSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-200
Closed -$3.8K – 227
2016
Q3 		$3.8K Sell
200
-500
-71% -$9.42K ﹤0.01% 208
2016
Q2 		$11.9K Hold
700
– – 0.01% 200
2016
Q1 		$10.5K Hold
700
– – 0.01% 196
2015
Q4 		$12.2K Hold
700
– – 0.01% 198
2015
Q3 		$11.5K Hold
700
– – ﹤0.01% 202
2015
Q2 		$13K Hold
700
– – ﹤0.01% 205
2015
Q1 		$12.5K Hold
700
– – ﹤0.01% 199
2014
Q4 		$12.2K Sell
700
-100
-13% -$1.71K ﹤0.01% 188
2014
Q3 		$13.1K Hold
800
– – ﹤0.01% 189
2014
Q2 		$13.6K Hold
800
– – ﹤0.01% 181
2014
Q1 		$14.1K Hold
800
– – ﹤0.01% 185
2013
Q4 		$12.7K Hold
800
– – ﹤0.01% 181
2013
Q3 		$11.8K Hold
800
– – ﹤0.01% 178
2013
Q2 		$10.6K Buy
+800
New +$10.6K ﹤0.01% 184

Other funds holding OKSB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return

Pinnacle Holdings's OKSB Position: Q4 2016 in Review

Pinnacle Holdings sold out of Southwest Bancorp Inc/OK (OKSB) in Q4 2016, closing a stake of 200 shares — an estimated $3.8K sold.

Pinnacle Holdings first reported a position in OKSB in Q2 2013 and held it in 14 quarters. The position peaked at $14.1K in Q1 2014. 98 funds tracked by Wall St. Rank hold OKSB as of Q4 2016.

  • Pinnacle Holdings reported no remaining Southwest Bancorp Inc/OK position as of Q4 2016 after selling out during the quarter.
  • Pinnacle Holdings sold 200 Southwest Bancorp Inc/OK shares in Q4 2016, an estimated $3.8K.
  • Pinnacle Holdings first reported a position in Southwest Bancorp Inc/OK in Q2 2013 and held it in 14 quarters.
  • Pinnacle Holdings's Southwest Bancorp Inc/OK position peaked at $14.1K in Q1 2014.
  • 98 funds tracked by Wall St. Rank held Southwest Bancorp Inc/OK as of Q4 2016.

Based on Pinnacle Holdings's 13F filing for Q4 2016, filed 13 Feb 2017.