Squar Milner Financial Services’s BOK Financial BOKF Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-561	Closed	-$23K	–	272
2020 Q1	$23K	Hold	561	–	–	0.01%	445
2019 Q4	$49K	Buy	+561	New	+$45.7K	0.02%	408
2019 Q3	–	Sell	-396	Closed	-$30K	–	279
2019 Q2	$30K	Hold	396	–	–	0.02%	410
2019 Q1	$32K	Hold	396	–	–	0.02%	375
2018 Q4	$29K	Buy	396 +37	+10%	+$3.13K	0.03%	353
2018 Q3	$35K	Buy	359 +53	+17%	+$5.29K	0.03%	348
2018 Q2	$29K	Buy	+306	New	+$31K	0.03%	427

Other funds holding BOKF

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Squar Milner Financial Services's BOKF Position: Q2 2020 in Review

Squar Milner Financial Services sold out of BOK Financial (BOKF) in Q2 2020, closing a stake of 561 shares — an estimated $23K sold.

Squar Milner Financial Services first reported a position in BOKF in Q2 2018 and held it in 7 quarters. The position peaked at $49K in Q4 2019. 172 funds tracked by Wall St. Rank hold BOKF as of Q2 2020.

Squar Milner Financial Services reported no remaining BOK Financial position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 561 BOK Financial shares in Q2 2020, an estimated $23K.
Squar Milner Financial Services first reported a position in BOK Financial in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's BOK Financial position peaked at $49K in Q4 2019.
172 funds tracked by Wall St. Rank held BOK Financial as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.