V Wealth Advisors’s Bank OZK OZK Stock Holding History

V Wealth Advisors’s Portfolio OZK Stock Details OZK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-3,710	Closed	-$174K	–	551
2017 Q2	$174K	Buy	+3,710	New	+$176K	0.08%	191

Other funds holding OZK

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

V Wealth Advisors's OZK Position: Q3 2017 in Review

V Wealth Advisors sold out of Bank OZK (OZK) in Q3 2017, closing a stake of 3,710 shares — an estimated $174K sold.

V Wealth Advisors first reported a position in OZK in Q2 2017 and held it in 1 quarter. The position peaked at $174K in Q2 2017. 332 funds tracked by Wall St. Rank hold OZK as of Q3 2017.

V Wealth Advisors reported no remaining Bank OZK position as of Q3 2017 after selling out during the quarter.
V Wealth Advisors sold 3,710 Bank OZK shares in Q3 2017, an estimated $174K.
V Wealth Advisors first reported a position in Bank OZK in Q2 2017 and held it in 1 quarter.
V Wealth Advisors's Bank OZK position peaked at $174K in Q2 2017.
332 funds tracked by Wall St. Rank held Bank OZK as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.