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Sheaff Brock Investment Advisors’s Bank OZK OZK Stock Holding History

Sheaff Brock Investment 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
2016
Q1 		– Sell
-52,100
Closed -$2.58M – 675
2015
Q4 		$2.58M Buy
+52,100
New +$2.62M 0.29% 76

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BO
Bank OZK Little Rock, Arkansas $283M AUM 24.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Sheaff Brock Investment Advisors's OZK Position: Q1 2016 in Review

Sheaff Brock Investment Advisors sold out of Bank OZK (OZK) in Q1 2016, closing a stake of 52,100 shares — an estimated $2.58M sold.

Sheaff Brock Investment Advisors first reported a position in OZK in Q4 2015 and held it in 1 quarter. The position peaked at $2.58M in Q4 2015. 295 funds tracked by Wall St. Rank hold OZK as of Q1 2016.

  • Sheaff Brock Investment Advisors reported no remaining Bank OZK position as of Q1 2016 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 52,100 Bank OZK shares in Q1 2016, an estimated $2.58M.
  • Sheaff Brock Investment Advisors first reported a position in Bank OZK in Q4 2015 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's Bank OZK position peaked at $2.58M in Q4 2015.
  • 295 funds tracked by Wall St. Rank held Bank OZK as of Q1 2016.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.