Rational Advisors’s Bank OZK OZK Stock Holding History

Rational 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
2013 Q4	$283K	Hold	10,000	–	–	0.02%	436
2013 Q3	$240K	Buy	+10,000	New	+$235K	0.02%	482

Other funds holding OZK

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

Bank OZK Little Rock, Arkansas $283M AUM 24.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCP

TAMRO Capital Partners Alexandria, Virginia $369M AUM 1.2% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Rational Advisors's OZK Position: Q4 2013 in Review

Rational Advisors held its Bank OZK (OZK) position steady in Q4 2013 at 10,000 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #436.

Rational Advisors first reported a position in OZK in Q3 2013 and has held it in 2 quarters since. 171 funds tracked by Wall St. Rank hold OZK as of Q4 2013.

Rational Advisors held 10,000 shares of Bank OZK worth $283K as of Q4 2013.
Rational Advisors left its Bank OZK share count unchanged in Q4 2013.
Bank OZK made up 0.02% of Rational Advisors's portfolio in Q4 2013, its #436 holding.
Rational Advisors first reported a position in Bank OZK in Q3 2013 and has held it in 2 quarters since.
171 funds tracked by Wall St. Rank held Bank OZK as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.