Winch Advisory Services’s BOK Financial BOKF Stock Holding History

Winch Advisory Services’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 Q3	–	Sell	-23	Closed	-$2K	–	360
2019 Q2	$2K	Buy	+23	New	+$1.87K	﹤0.01%	343

Other funds holding BOKF

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CIBC World Markets New York $20.8B AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Winch Advisory Services's BOKF Position: Q3 2019 in Review

Winch Advisory Services sold out of BOK Financial (BOKF) in Q3 2019, closing a stake of 23 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in BOKF in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 191 funds tracked by Wall St. Rank hold BOKF as of Q3 2019.

Winch Advisory Services reported no remaining BOK Financial position as of Q3 2019 after selling out during the quarter.
Winch Advisory Services sold 23 BOK Financial shares in Q3 2019, an estimated $2K.
Winch Advisory Services first reported a position in BOK Financial in Q2 2019 and held it in 1 quarter.
Winch Advisory Services's BOK Financial position peaked at $2K in Q2 2019.
191 funds tracked by Wall St. Rank held BOK Financial as of Q3 2019.

Based on Winch Advisory Services's 13F filing for Q3 2019, filed 13 Nov 2019.