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WBI Investments’s BOK Financial BOKF Stock Holding History

WBI Investments’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
Q2 		– Sell
-28,950
Closed -$2.87M – 238
2018
Q1 		$2.87M Sell
28,950
-2,374
-8% -$229K 0.15% 88
2017
Q4 		$2.89M Buy
+31,324
New +$2.76M 0.13% 123

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

WBI Investments's BOKF Position: Q2 2018 in Review

WBI Investments sold out of BOK Financial (BOKF) in Q2 2018, closing a stake of 28,950 shares — an estimated $2.87M sold.

WBI Investments first reported a position in BOKF in Q4 2017 and held it in 2 quarters. The position peaked at $2.89M in Q4 2017. 192 funds tracked by Wall St. Rank hold BOKF as of Q2 2018.

  • WBI Investments reported no remaining BOK Financial position as of Q2 2018 after selling out during the quarter.
  • WBI Investments sold 28,950 BOK Financial shares in Q2 2018, an estimated $2.87M.
  • WBI Investments first reported a position in BOK Financial in Q4 2017 and held it in 2 quarters.
  • WBI Investments's BOK Financial position peaked at $2.89M in Q4 2017.
  • 192 funds tracked by Wall St. Rank held BOK Financial as of Q2 2018.

Based on WBI Investments's 13F filing for Q2 2018, filed 9 Aug 2018.