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Shell Asset Management’s BOK Financial BOKF Stock Holding History

Shell Asset Management’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
Q1 		– Sell
-10,002
Closed -$733K – 1204
2018
Q4 		$733K Sell
10,002
-900
-8% -$76.3K 0.02% 664
2018
Q3 		$1.06M Hold
10,902
– – 0.02% 630
2018
Q2 		$1.02M Sell
10,902
-585
-5% -$59.3K 0.02% 664
2018
Q1 		$1.14M Hold
11,487
– – 0.02% 605
2017
Q4 		$1.06M Hold
11,487
– – 0.02% 646
2017
Q3 		$1.02M Sell
11,487
-300
-3% -$25K 0.02% 602
2017
Q2 		$992K Hold
11,787
– – 0.02% 647
2017
Q1 		$923K Sell
11,787
-824
-7% -$67.2K 0.02% 683
2016
Q4 		$1.05M Buy
+12,611
New +$969K 0.02% 633

Other funds holding BOKF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM

Shell Asset Management's BOKF Position: Q1 2019 in Review

Shell Asset Management sold out of BOK Financial (BOKF) in Q1 2019, closing a stake of 10,002 shares — an estimated $733K sold.

Shell Asset Management first reported a position in BOKF in Q4 2016 and held it in 9 quarters. The position peaked at $1.14M in Q1 2018. 204 funds tracked by Wall St. Rank hold BOKF as of Q1 2019.

  • Shell Asset Management reported no remaining BOK Financial position as of Q1 2019 after selling out during the quarter.
  • Shell Asset Management sold 10,002 BOK Financial shares in Q1 2019, an estimated $733K.
  • Shell Asset Management first reported a position in BOK Financial in Q4 2016 and held it in 9 quarters.
  • Shell Asset Management's BOK Financial position peaked at $1.14M in Q1 2018.
  • 204 funds tracked by Wall St. Rank held BOK Financial as of Q1 2019.

Based on Shell Asset Management's 13F filing for Q1 2019, filed 9 May 2019.