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Wealthspire Advisors (Maryland)’s BOK Financial BOKF Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-28
Closed -$2K – 665
2019
Q1 		$2K Sell
28
-16
-36% -$1.34K ﹤0.01% 2125
2018
Q4 		$3K Sell
44
-49
-53% -$4.15K ﹤0.01% 1914
2018
Q3 		$9K Buy
93
+68
+272% +$6.79K ﹤0.01% 1548
2018
Q2 		$2K Hold
25
– – ﹤0.01% 2123
2018
Q1 		$2K Hold
25
– – ﹤0.01% 2140
2017
Q4 		$2K Hold
25
– – ﹤0.01% 2095
2017
Q3 		$2K Hold
25
– – ﹤0.01% 1960
2017
Q2 		$2K Hold
25
– – ﹤0.01% 1965
2017
Q1 		$2K Hold
25
– – ﹤0.01% 1675
2016
Q4 		$2K Hold
25
– – ﹤0.01% 1537
2016
Q3 		$2K Hold
25
– – ﹤0.01% 1533
2016
Q2 		$2K Hold
25
– – ﹤0.01% 1492
2016
Q1 		$1K Sell
25
-280
-92% -$14.6K ﹤0.01% 1625
2015
Q4 		$18K Buy
+305
New +$20K ﹤0.01% 998

Other funds holding BOKF

Vanguard Group
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BOKF Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of BOK Financial (BOKF) in Q2 2019, closing a stake of 28 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in BOKF in Q4 2015 and held it in 14 quarters. The position peaked at $18K in Q4 2015. 204 funds tracked by Wall St. Rank hold BOKF as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining BOK Financial position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 28 BOK Financial shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in BOK Financial in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s BOK Financial position peaked at $18K in Q4 2015.
  • 204 funds tracked by Wall St. Rank held BOK Financial as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.