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Rowland Carmichael Advisors’s BOK Financial BOKF Stock Holding History

Rowland Carmichael Advisors’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
2016
Q4 		– Sell
-4,737
Closed -$327K – 306
2016
Q3 		$327K Sell
4,737
-2,606
-35% -$173K 0.21% 146
2016
Q2 		$460K Sell
7,343
-1,463
-17% -$86.8K 0.29% 113
2016
Q1 		$481K Buy
+8,806
New +$460K 0.44% 79

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Rowland Carmichael Advisors's BOKF Position: Q4 2016 in Review

Rowland Carmichael Advisors sold out of BOK Financial (BOKF) in Q4 2016, closing a stake of 4,737 shares — an estimated $327K sold.

Rowland Carmichael Advisors first reported a position in BOKF in Q1 2016 and held it in 3 quarters. The position peaked at $481K in Q1 2016. 154 funds tracked by Wall St. Rank hold BOKF as of Q4 2016.

  • Rowland Carmichael Advisors reported no remaining BOK Financial position as of Q4 2016 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 4,737 BOK Financial shares in Q4 2016, an estimated $327K.
  • Rowland Carmichael Advisors first reported a position in BOK Financial in Q1 2016 and held it in 3 quarters.
  • Rowland Carmichael Advisors's BOK Financial position peaked at $481K in Q1 2016.
  • 154 funds tracked by Wall St. Rank held BOK Financial as of Q4 2016.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2016, filed 10 Feb 2020.