Veritable’s BOK Financial BOKF Stock Holding History

Veritable’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
2013 Q3	–	Sell	-7,584	Closed	-$486K	–	934
2013 Q2	$486K	Buy	+7,584	New	+$481K	0.01%	582

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Veritable's BOKF Position: Q3 2013 in Review

Veritable sold out of BOK Financial (BOKF) in Q3 2013, closing a stake of 7,584 shares — an estimated $486K sold.

Veritable first reported a position in BOKF in Q2 2013 and held it in 1 quarter. The position peaked at $486K in Q2 2013. 151 funds tracked by Wall St. Rank hold BOKF as of Q3 2013.

Veritable reported no remaining BOK Financial position as of Q3 2013 after selling out during the quarter.
Veritable sold 7,584 BOK Financial shares in Q3 2013, an estimated $486K.
Veritable first reported a position in BOK Financial in Q2 2013 and held it in 1 quarter.
Veritable's BOK Financial position peaked at $486K in Q2 2013.
151 funds tracked by Wall St. Rank held BOK Financial as of Q3 2013.

Based on Veritable's 13F filing for Q3 2013, filed 13 Nov 2013.