Three Peaks Capital Management’s BOK Financial BOKF Stock Holding History

Three Peaks Capital Management’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
2018 Q4	–	Sell	-24,293	Closed	-$2.36M	–	117
2018 Q3	$2.36M	Buy	24,293 +7,806	+47%	+$779K	0.48%	111
2018 Q2	$1.55M	Buy	16,487 +15,357	+1,359%	+$1.56M	0.31%	119
2018 Q1	$112K	Buy	+1,130	New	+$109K	0.02%	105

Other funds holding BOKF

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Three Peaks Capital Management's BOKF Position: Q4 2018 in Review

Three Peaks Capital Management sold out of BOK Financial (BOKF) in Q4 2018, closing a stake of 24,293 shares — an estimated $2.36M sold.

Three Peaks Capital Management first reported a position in BOKF in Q1 2018 and held it in 3 quarters. The position peaked at $2.36M in Q3 2018. 208 funds tracked by Wall St. Rank hold BOKF as of Q4 2018.

Three Peaks Capital Management reported no remaining BOK Financial position as of Q4 2018 after selling out during the quarter.
Three Peaks Capital Management sold 24,293 BOK Financial shares in Q4 2018, an estimated $2.36M.
Three Peaks Capital Management first reported a position in BOK Financial in Q1 2018 and held it in 3 quarters.
Three Peaks Capital Management's BOK Financial position peaked at $2.36M in Q3 2018.
208 funds tracked by Wall St. Rank held BOK Financial as of Q4 2018.

Based on Three Peaks Capital Management's 13F filing for Q4 2018, filed 29 Jan 2019.