Stifel Financial
OKSB

Stifel Financial’s Southwest Bancorp Inc/OK OKSB Stock Holding History

Stifel Financial’s Portfolio OKSB Stock Details OKSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-49,028
Closed -$1.25M – 2722
2017
Q2 		$1.25M Buy
+49,028
New +$1.24M ﹤0.01% 1356
2014
Q4 		– Sell
-31,906
Closed -$523K – 2551
2014
Q3 		$523K Buy
31,906
+4,476
+16% +$72.7K ﹤0.01% 1497
2014
Q2 		$468K Buy
27,430
+5,000
+22% +$85.2K ﹤0.01% 1531
2014
Q1 		$396K Buy
+22,430
New +$390K ﹤0.01% 1557

Other funds holding OKSB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $121M AUM 74.36% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Stifel Financial's OKSB Position: Q3 2017 in Review

Stifel Financial sold out of Southwest Bancorp Inc/OK (OKSB) in Q3 2017, closing a stake of 49,028 shares — an estimated $1.25M sold.

Stifel Financial first reported a position in OKSB in Q1 2014 and held it in 4 quarters. The position peaked at $1.25M in Q2 2017. 94 funds tracked by Wall St. Rank hold OKSB as of Q3 2017.

  • Stifel Financial reported no remaining Southwest Bancorp Inc/OK position as of Q3 2017 after selling out during the quarter.
  • Stifel Financial sold 49,028 Southwest Bancorp Inc/OK shares in Q3 2017, an estimated $1.25M.
  • Stifel Financial first reported a position in Southwest Bancorp Inc/OK in Q1 2014 and held it in 4 quarters.
  • Stifel Financial's Southwest Bancorp Inc/OK position peaked at $1.25M in Q2 2017.
  • 94 funds tracked by Wall St. Rank held Southwest Bancorp Inc/OK as of Q3 2017.

Based on Stifel Financial's 13F filing for Q3 2017, filed 13 Nov 2017.