Plante Moran Financial Advisors’s Bank OZK OZK Stock Holding History

Plante Moran Financial Advisors’s Portfolio OZK Stock Details OZK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-25	Closed	-$1K	–	826
2018 Q2	$1K	Sell	25 -15	-38%	-$715	﹤0.01%	776
2018 Q1	$2K	Buy	40 +15	+60%	+$759	﹤0.01%	853
2017 Q4	$1K	Buy	25 +5	+25%	+$232	﹤0.01%	843
2017 Q3	$1K	Sell	20 -560	-97%	-$24.9K	﹤0.01%	779
2017 Q2	$27K	Hold	580	–	–	0.02%	429
2017 Q1	$30K	Buy	580 +20	+4%	+$1.08K	0.02%	405
2016 Q4	$29K	Hold	560	–	–	0.02%	416
2016 Q3	$22K	Hold	560	–	–	0.01%	476
2016 Q2	$21K	Hold	560	–	–	0.02%	420
2016 Q1	$24K	Hold	560	–	–	0.02%	360
2015 Q4	$28K	Hold	560	–	–	0.02%	395
2015 Q3	$25K	Hold	560	–	–	0.02%	356
2015 Q2	$26K	Hold	560	–	–	0.02%	392
2015 Q1	$21K	Hold	560	–	–	0.01%	401
2014 Q4	$21K	Hold	560	–	–	0.02%	402
2014 Q3	$18K	Hold	560	–	–	0.02%	423
2014 Q2	$19K	Hold	560	–	–	0.02%	391
2014 Q1	$19K	Hold	560	–	–	0.02%	261
2013 Q4	$16K	Hold	560	–	–	0.01%	380
2013 Q3	$13K	Hold	560	–	–	0.01%	351
2013 Q2	$12K	Buy	+560	New	+$11.9K	0.01%	319

Other funds holding OZK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Plante Moran Financial Advisors's OZK Position: Q3 2018 in Review

Plante Moran Financial Advisors sold out of Bank OZK (OZK) in Q3 2018, closing a stake of 25 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in OZK in Q2 2013 and held it in 21 quarters. The position peaked at $30K in Q1 2017. 330 funds tracked by Wall St. Rank hold OZK as of Q3 2018.

Plante Moran Financial Advisors reported no remaining Bank OZK position as of Q3 2018 after selling out during the quarter.
Plante Moran Financial Advisors sold 25 Bank OZK shares in Q3 2018, an estimated $1K.
Plante Moran Financial Advisors first reported a position in Bank OZK in Q2 2013 and held it in 21 quarters.
Plante Moran Financial Advisors's Bank OZK position peaked at $30K in Q1 2017.
330 funds tracked by Wall St. Rank held Bank OZK as of Q3 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.