TCOO
BOKF icon

Trust Company of Oklahoma’s BOK Financial BOKF Stock Holding History

Trust Company of Oklahoma’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
2014
Q4 		– Sell
-4,000
Closed -$266K – 100
2014
Q3 		$266K Sell
4,000
-3,503
-47% -$234K 0.13% 98
2014
Q2 		$500K Buy
+7,503
New +$491K 0.24% 77

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Trust Company of Oklahoma's BOKF Position: Q4 2014 in Review

Trust Company of Oklahoma sold out of BOK Financial (BOKF) in Q4 2014, closing a stake of 4,000 shares — an estimated $266K sold.

Trust Company of Oklahoma first reported a position in BOKF in Q2 2014 and held it in 2 quarters. The position peaked at $500K in Q2 2014. 169 funds tracked by Wall St. Rank hold BOKF as of Q4 2014.

  • Trust Company of Oklahoma reported no remaining BOK Financial position as of Q4 2014 after selling out during the quarter.
  • Trust Company of Oklahoma sold 4,000 BOK Financial shares in Q4 2014, an estimated $266K.
  • Trust Company of Oklahoma first reported a position in BOK Financial in Q2 2014 and held it in 2 quarters.
  • Trust Company of Oklahoma's BOK Financial position peaked at $500K in Q2 2014.
  • 169 funds tracked by Wall St. Rank held BOK Financial as of Q4 2014.

Based on Trust Company of Oklahoma's 13F filing for Q4 2014, filed 27 Jan 2015.