Plante Moran Financial Advisors’s BOK Financial BOKF Stock Holding History

Plante Moran Financial 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
2019 Q4	–	Sell	-61	Closed	-$5K	–	760
2019 Q3	$5K	Hold	61	–	–	﹤0.01%	678
2019 Q2	$5K	Sell	61 -5	-8%	-$406	﹤0.01%	639
2019 Q1	$5K	Hold	66	–	–	﹤0.01%	630
2018 Q4	$5K	Buy	66 +3	+5%	+$254	﹤0.01%	589
2018 Q3	$6K	Buy	63 +12	+24%	+$1.2K	﹤0.01%	563
2018 Q2	$5K	Buy	+51	New	+$5.17K	﹤0.01%	626
2016 Q3	–	Sell	-11	Closed	-$1K	–	937
2016 Q2	$1K	Buy	+11	New	+$653	﹤0.01%	848
2015 Q1	–	Sell	-107	Closed	-$6K	–	721
2014 Q4	$6K	Hold	107	–	–	﹤0.01%	618
2014 Q3	$7K	Hold	107	–	–	0.01%	610
2014 Q2	$7K	Hold	107	–	–	0.01%	607
2014 Q1	$7K	Hold	107	–	–	0.01%	424
2013 Q4	$7K	Hold	107	–	–	﹤0.01%	498
2013 Q3	$7K	Hold	107	–	–	﹤0.01%	436
2013 Q2	$7K	Buy	+107	New	+$6.79K	0.01%	396

Other funds holding BOKF

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

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

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

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

CWM

CIBC World Markets New York $20.8B AUM

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Plante Moran Financial Advisors's BOKF Position: Q4 2019 in Review

Plante Moran Financial Advisors sold out of BOK Financial (BOKF) in Q4 2019, closing a stake of 61 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in BOKF in Q2 2013 and held it in 14 quarters. The position peaked at $7K in Q3 2014. 190 funds tracked by Wall St. Rank hold BOKF as of Q4 2019.

Plante Moran Financial Advisors reported no remaining BOK Financial position as of Q4 2019 after selling out during the quarter.
Plante Moran Financial Advisors sold 61 BOK Financial shares in Q4 2019, an estimated $5K.
Plante Moran Financial Advisors first reported a position in BOK Financial in Q2 2013 and held it in 14 quarters.
Plante Moran Financial Advisors's BOK Financial position peaked at $7K in Q3 2014.
190 funds tracked by Wall St. Rank held BOK Financial as of Q4 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.