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Pratt Collard Advisory Partners’s BOK Financial BOKF Stock Holding History

Pratt Collard Advisory Partners’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
Q2 		– Sell
-3,010
Closed -$245K – 107
2019
Q1 		$245K Sell
3,010
-820
-21% -$68.9K 0.2% 94
2018
Q4 		$281K Hold
3,830
– – 0.26% 85
2018
Q3 		$373K Hold
3,830
– – 0.3% 81
2018
Q2 		$360K Hold
3,830
– – 0.31% 82
2018
Q1 		$379K Hold
3,830
– – 0.33% 78
2017
Q4 		$354K Buy
+3,830
New +$338K 0.29% 85

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pratt Collard Advisory Partners's BOKF Position: Q2 2019 in Review

Pratt Collard Advisory Partners sold out of BOK Financial (BOKF) in Q2 2019, closing a stake of 3,010 shares — an estimated $245K sold.

Pratt Collard Advisory Partners first reported a position in BOKF in Q4 2017 and held it in 6 quarters. The position peaked at $379K in Q1 2018. 204 funds tracked by Wall St. Rank hold BOKF as of Q2 2019.

  • Pratt Collard Advisory Partners reported no remaining BOK Financial position as of Q2 2019 after selling out during the quarter.
  • Pratt Collard Advisory Partners sold 3,010 BOK Financial shares in Q2 2019, an estimated $245K.
  • Pratt Collard Advisory Partners first reported a position in BOK Financial in Q4 2017 and held it in 6 quarters.
  • Pratt Collard Advisory Partners's BOK Financial position peaked at $379K in Q1 2018.
  • 204 funds tracked by Wall St. Rank held BOK Financial as of Q2 2019.

Based on Pratt Collard Advisory Partners's 13F filing for Q2 2019, filed 16 Jul 2019.