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Private Capital Group’s BOK Financial BOKF Stock Holding History

Private Capital Group’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
Q3 		– Sell
-14
Closed -$1K – 2264
2019
Q2 		$1K Buy
+14
New +$1.14K ﹤0.01% 2004
2018
Q4 		– Sell
-14
Closed -$1K – 2227
2018
Q3 		$1K Hold
14
– – ﹤0.01% 2030
2018
Q2 		$1K Hold
14
– – ﹤0.01% 1981
2018
Q1 		$1K Buy
+14
New +$1.35K ﹤0.01% 1940

Other funds holding BOKF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Private Capital Group's BOKF Position: Q3 2019 in Review

Private Capital Group sold out of BOK Financial (BOKF) in Q3 2019, closing a stake of 14 shares — an estimated $1K sold.

Private Capital Group first reported a position in BOKF in Q1 2018 and held it in 4 quarters. The position peaked at $1K in Q2 2019. 191 funds tracked by Wall St. Rank hold BOKF as of Q3 2019.

  • Private Capital Group reported no remaining BOK Financial position as of Q3 2019 after selling out during the quarter.
  • Private Capital Group sold 14 BOK Financial shares in Q3 2019, an estimated $1K.
  • Private Capital Group first reported a position in BOK Financial in Q1 2018 and held it in 4 quarters.
  • Private Capital Group's BOK Financial position peaked at $1K in Q2 2019.
  • 191 funds tracked by Wall St. Rank held BOK Financial as of Q3 2019.

Based on Private Capital Group's 13F filing for Q3 2019, filed 13 Nov 2019.