Winslow Evans & Crocker’s Bank OZK OZK Stock Holding History

Winslow Evans & Crocker’s Portfolio OZK Stock Details OZK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-640	Closed	-$18K	–	1364
2013 Q4	$18K	Buy	+640	New	+$16.6K	0.01%	733

Other funds holding OZK

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Bank OZK Little Rock, Arkansas $283M AUM 24.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCP

TAMRO Capital Partners Alexandria, Virginia $369M AUM 1.2% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Winslow Evans & Crocker's OZK Position: Q1 2014 in Review

Winslow Evans & Crocker sold out of Bank OZK (OZK) in Q1 2014, closing a stake of 640 shares — an estimated $18K sold.

Winslow Evans & Crocker first reported a position in OZK in Q4 2013 and held it in 1 quarter. The position peaked at $18K in Q4 2013. 186 funds tracked by Wall St. Rank hold OZK as of Q1 2014.

Winslow Evans & Crocker reported no remaining Bank OZK position as of Q1 2014 after selling out during the quarter.
Winslow Evans & Crocker sold 640 Bank OZK shares in Q1 2014, an estimated $18K.
Winslow Evans & Crocker first reported a position in Bank OZK in Q4 2013 and held it in 1 quarter.
Winslow Evans & Crocker's Bank OZK position peaked at $18K in Q4 2013.
186 funds tracked by Wall St. Rank held Bank OZK as of Q1 2014.

Based on Winslow Evans & Crocker's 13F filing for Q1 2014, filed 11 Apr 2014.