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Wedbush Securities’s BOK Financial BOKF Stock Holding History

Wedbush Securities’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
2014
Q1 		– Sell
-4,400
Closed -$292K – 634
2013
Q4 		$292K Hold
4,400
– – 0.07% 346
2013
Q3 		$279K Buy
4,400
+500
+13% +$32.9K 0.07% 318
2013
Q2 		$250K Buy
+3,900
New +$247K 0.07% 347

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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Wedbush Securities's BOKF Position: Q1 2014 in Review

Wedbush Securities sold out of BOK Financial (BOKF) in Q1 2014, closing a stake of 4,400 shares — an estimated $292K sold.

Wedbush Securities first reported a position in BOKF in Q2 2013 and held it in 3 quarters. The position peaked at $292K in Q4 2013. 144 funds tracked by Wall St. Rank hold BOKF as of Q1 2014.

  • Wedbush Securities reported no remaining BOK Financial position as of Q1 2014 after selling out during the quarter.
  • Wedbush Securities sold 4,400 BOK Financial shares in Q1 2014, an estimated $292K.
  • Wedbush Securities first reported a position in BOK Financial in Q2 2013 and held it in 3 quarters.
  • Wedbush Securities's BOK Financial position peaked at $292K in Q4 2013.
  • 144 funds tracked by Wall St. Rank held BOK Financial as of Q1 2014.

Based on Wedbush Securities's 13F filing for Q1 2014, filed 9 May 2014.