Proficio Capital Partners’s BOK Financial BOKF Stock Holding History

Proficio Capital 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 Q3	–	Sell	-284	Closed	-$21K	–	325
2019 Q2	$21K	Buy	284 +61	+27%	+$4.95K	0.01%	661
2019 Q1	$18K	Sell	223 -4	-2%	-$336	0.01%	687
2018 Q4	$17K	Sell	227 -125	-36%	-$10.6K	0.01%	583
2018 Q3	$34K	Hold	352	–	–	0.01%	439
2018 Q2	$33K	Hold	352	–	–	0.01%	457
2018 Q1	$35K	Hold	352	–	–	0.01%	439
2017 Q4	$32K	Hold	352	–	–	0.01%	455
2017 Q3	$31K	Buy	352 +125	+55%	+$10.4K	0.01%	486
2017 Q2	$20K	Hold	227	–	–	0.01%	607
2017 Q1	$19K	Hold	227	–	–	0.01%	627
2016 Q4	$19K	Sell	227 -35	-13%	-$2.69K	0.01%	454
2016 Q3	$18K	Hold	262	–	–	0.01%	449
2016 Q2	$17K	Buy	262 +27	+11%	+$1.6K	0.01%	454
2016 Q1	$13K	Buy	+235	New	+$12.3K	0.01%	378

Other funds holding BOKF

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

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Proficio Capital Partners's BOKF Position: Q3 2019 in Review

Proficio Capital Partners sold out of BOK Financial (BOKF) in Q3 2019, closing a stake of 284 shares — an estimated $21K sold.

Proficio Capital Partners first reported a position in BOKF in Q1 2016 and held it in 14 quarters. The position peaked at $35K in Q1 2018. 191 funds tracked by Wall St. Rank hold BOKF as of Q3 2019.

Proficio Capital Partners reported no remaining BOK Financial position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 284 BOK Financial shares in Q3 2019, an estimated $21K.
Proficio Capital Partners first reported a position in BOK Financial in Q1 2016 and held it in 14 quarters.
Proficio Capital Partners's BOK Financial position peaked at $35K in Q1 2018.
191 funds tracked by Wall St. Rank held BOK Financial as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.