SAM
BOKF icon

Silvercrest Asset Management’s BOK Financial BOKF Stock Holding History

Silvercrest 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
2017
Q2 		– Sell
-4,000
Closed -$313K – 548
2017
Q1 		$313K Hold
4,000
– – ﹤0.01% 470
2016
Q4 		$332K Buy
+4,000
New +$307K ﹤0.01% 469

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
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
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
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Silvercrest Asset Management's BOKF Position: Q2 2017 in Review

Silvercrest Asset Management sold out of BOK Financial (BOKF) in Q2 2017, closing a stake of 4,000 shares — an estimated $313K sold.

Silvercrest Asset Management first reported a position in BOKF in Q4 2016 and held it in 2 quarters. The position peaked at $332K in Q4 2016. 158 funds tracked by Wall St. Rank hold BOKF as of Q2 2017.

  • Silvercrest Asset Management reported no remaining BOK Financial position as of Q2 2017 after selling out during the quarter.
  • Silvercrest Asset Management sold 4,000 BOK Financial shares in Q2 2017, an estimated $313K.
  • Silvercrest Asset Management first reported a position in BOK Financial in Q4 2016 and held it in 2 quarters.
  • Silvercrest Asset Management's BOK Financial position peaked at $332K in Q4 2016.
  • 158 funds tracked by Wall St. Rank held BOK Financial as of Q2 2017.

Based on Silvercrest Asset Management's 13F filing for Q2 2017, filed 14 Aug 2017.