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Sippican Capital Advisors’s BOK Financial BOKF Stock Holding History

Sippican Capital 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
2020
Q1 		– Sell
-6,956
Closed -$608K – 96
2019
Q4 		$608K Hold
6,956
– – 0.68% 56
2019
Q3 		$551K Hold
6,956
– – 0.67% 55
2019
Q2 		$525K Sell
6,956
-745
-10% -$60.4K 0.62% 62
2019
Q1 		$628K Sell
7,701
-34
-0.4% -$2.86K 0.75% 54
2018
Q4 		$567K Hold
7,735
– – 0.77% 50
2018
Q3 		$694K Buy
+7,735
New +$772K 0.8% 47

Other funds holding BOKF

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Sippican Capital Advisors's BOKF Position: Q1 2020 in Review

Sippican Capital Advisors sold out of BOK Financial (BOKF) in Q1 2020, closing a stake of 6,956 shares — an estimated $608K sold.

Sippican Capital Advisors first reported a position in BOKF in Q3 2018 and held it in 6 quarters. The position peaked at $694K in Q3 2018. 171 funds tracked by Wall St. Rank hold BOKF as of Q1 2020.

  • Sippican Capital Advisors reported no remaining BOK Financial position as of Q1 2020 after selling out during the quarter.
  • Sippican Capital Advisors sold 6,956 BOK Financial shares in Q1 2020, an estimated $608K.
  • Sippican Capital Advisors first reported a position in BOK Financial in Q3 2018 and held it in 6 quarters.
  • Sippican Capital Advisors's BOK Financial position peaked at $694K in Q3 2018.
  • 171 funds tracked by Wall St. Rank held BOK Financial as of Q1 2020.

Based on Sippican Capital Advisors's 13F filing for Q1 2020, filed 16 Apr 2020.