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UBS’s BOK Financial BOKF Stock Holding History

UBS’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
Q3 		$39K Buy
579
+149
+35% +$9.94K ﹤0.01% 7127
2014
Q2 		$29K Sell
430
-790
-65% -$51.7K ﹤0.01% 7589
2014
Q1 		$85K Buy
1,220
+626
+105% +$41K ﹤0.01% 6193
2013
Q4 		$40K Buy
594
+59
+11% +$3.73K ﹤0.01% 7245
2013
Q3 		$34K Sell
535
-75
-12% -$4.94K ﹤0.01% 7355
2013
Q2 		$39K Buy
+610
New +$38.7K ﹤0.01% 7040

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

UBS's BOKF Position: Q3 2014 in Review

UBS increased its BOK Financial (BOKF) stake by 35% in Q3 2014, buying an estimated $9.94K and bringing the position to 579 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #7127.

UBS first reported a position in BOKF in Q2 2013 and has held it in 6 quarters since. The position peaked at $85K in Q1 2014. 158 funds tracked by Wall St. Rank hold BOKF as of Q3 2014.

  • UBS held 579 shares of BOK Financial worth $39K as of Q3 2014.
  • UBS bought 149 BOK Financial shares in Q3 2014, an estimated $9.94K.
  • BOK Financial made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7127 holding.
  • UBS first reported a position in BOK Financial in Q2 2013 and has held it in 6 quarters since.
  • UBS's BOK Financial position peaked at $85K in Q1 2014.
  • 158 funds tracked by Wall St. Rank held BOK Financial as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.