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Placemark Investments’s BOK Financial BOKF Stock Holding History

Placemark Investments’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
2014
Q4 		$999K Buy
16,651
+573
+4% +$37K 0.02% 876
2014
Q3 		$1.07M Buy
16,078
+335
+2% +$22.4K 0.02% 832
2014
Q2 		$1.05M Buy
15,743
+4,126
+36% +$270K 0.02% 849
2014
Q1 		$802K Buy
11,617
+3,360
+41% +$220K 0.02% 917
2013
Q4 		$548K Buy
8,257
+305
+4% +$19.3K 0.01% 1091
2013
Q3 		$504K Buy
7,952
+78
+1% +$5.14K 0.01% 1088
2013
Q2 		$504K Buy
+7,874
New +$500K 0.01% 1031

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
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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Placemark Investments's BOKF Position: Q4 2014 in Review

Placemark Investments increased its BOK Financial (BOKF) stake by 3.6% in Q4 2014, buying an estimated $37K and bringing the position to 16,651 shares worth $999K. The position accounts for 0.02% of the portfolio, ranked #876.

Placemark Investments first reported a position in BOKF in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.07M in Q3 2014. 169 funds tracked by Wall St. Rank hold BOKF as of Q4 2014.

  • Placemark Investments held 16,651 shares of BOK Financial worth $999K as of Q4 2014.
  • Placemark Investments bought 573 BOK Financial shares in Q4 2014, an estimated $37K.
  • BOK Financial made up 0.02% of Placemark Investments's portfolio in Q4 2014, its #876 holding.
  • Placemark Investments first reported a position in BOK Financial in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's BOK Financial position peaked at $1.07M in Q3 2014.
  • 169 funds tracked by Wall St. Rank held BOK Financial as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.