SCA
BOKF icon

Stonebridge Capital Advisors’s BOK Financial BOKF Stock Holding History

Stonebridge 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
2019
Q4 		– Sell
-26
Closed -$2K – 852
2019
Q3 		$2K Buy
+26
New +$2.04K ﹤0.01% 709

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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Stonebridge Capital Advisors's BOKF Position: Q4 2019 in Review

Stonebridge Capital Advisors sold out of BOK Financial (BOKF) in Q4 2019, closing a stake of 26 shares — an estimated $2K sold.

Stonebridge Capital Advisors first reported a position in BOKF in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 190 funds tracked by Wall St. Rank hold BOKF as of Q4 2019.

  • Stonebridge Capital Advisors reported no remaining BOK Financial position as of Q4 2019 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 26 BOK Financial shares in Q4 2019, an estimated $2K.
  • Stonebridge Capital Advisors first reported a position in BOK Financial in Q3 2019 and held it in 1 quarter.
  • Stonebridge Capital Advisors's BOK Financial position peaked at $2K in Q3 2019.
  • 190 funds tracked by Wall St. Rank held BOK Financial as of Q4 2019.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.