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Sonora Investment Management’s Bank OZK OZK Stock Holding History

Sonora Investment Management’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
2015
Q4 		– Sell
-150
Closed -$6K – 1052
2015
Q3 		$6K Buy
+150
New +$6.54K ﹤0.01% 655

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sonora Investment Management's OZK Position: Q4 2015 in Review

Sonora Investment Management sold out of Bank OZK (OZK) in Q4 2015, closing a stake of 150 shares — an estimated $6K sold.

Sonora Investment Management first reported a position in OZK in Q3 2015 and held it in 1 quarter. The position peaked at $6K in Q3 2015. 287 funds tracked by Wall St. Rank hold OZK as of Q4 2015.

  • Sonora Investment Management reported no remaining Bank OZK position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 150 Bank OZK shares in Q4 2015, an estimated $6K.
  • Sonora Investment Management first reported a position in Bank OZK in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's Bank OZK position peaked at $6K in Q3 2015.
  • 287 funds tracked by Wall St. Rank held Bank OZK as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.