Wealth Quarterback’s BOK Financial BOKF Stock Holding History

Wealth Quarterback’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
2020 Q1	–	Sell	-17	Closed	-$1.52K	–	991
2019 Q4	$1.52K	Buy	+17	New	+$1.39K	﹤0.01%	793

Other funds holding BOKF

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

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

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Wealth Quarterback's BOKF Position: Q1 2020 in Review

Wealth Quarterback sold out of BOK Financial (BOKF) in Q1 2020, closing a stake of 17 shares — an estimated $1.52K sold.

Wealth Quarterback first reported a position in BOKF in Q4 2019 and held it in 1 quarter. The position peaked at $1.52K in Q4 2019. 171 funds tracked by Wall St. Rank hold BOKF as of Q1 2020.

Wealth Quarterback reported no remaining BOK Financial position as of Q1 2020 after selling out during the quarter.
Wealth Quarterback sold 17 BOK Financial shares in Q1 2020, an estimated $1.52K.
Wealth Quarterback first reported a position in BOK Financial in Q4 2019 and held it in 1 quarter.
Wealth Quarterback's BOK Financial position peaked at $1.52K in Q4 2019.
171 funds tracked by Wall St. Rank held BOK Financial as of Q1 2020.

Based on Wealth Quarterback's 13F filing for Q1 2020, filed 14 May 2020.