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Shine Investment Advisory Services’s Bank OZK OZK Stock Holding History

Shine Investment Advisory Services’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
2019
Q3 		– Sell
-39
Closed -$1K – 745
2019
Q2 		$1K Hold
39
– – ﹤0.01% 676
2019
Q1 		$1K Buy
+39
New +$1.18K ﹤0.01% 686

Other funds holding OZK

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State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Shine Investment Advisory Services's OZK Position: Q3 2019 in Review

Shine Investment Advisory Services sold out of Bank OZK (OZK) in Q3 2019, closing a stake of 39 shares — an estimated $1K sold.

Shine Investment Advisory Services first reported a position in OZK in Q1 2019 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 306 funds tracked by Wall St. Rank hold OZK as of Q3 2019.

  • Shine Investment Advisory Services reported no remaining Bank OZK position as of Q3 2019 after selling out during the quarter.
  • Shine Investment Advisory Services sold 39 Bank OZK shares in Q3 2019, an estimated $1K.
  • Shine Investment Advisory Services first reported a position in Bank OZK in Q1 2019 and held it in 2 quarters.
  • Shine Investment Advisory Services's Bank OZK position peaked at $1K in Q2 2019.
  • 306 funds tracked by Wall St. Rank held Bank OZK as of Q3 2019.

Based on Shine Investment Advisory Services's 13F filing for Q3 2019, filed 29 Oct 2019.