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Winthrop Partners - WNY’s BOK Financial BOKF Stock Holding History

Winthrop Partners - WNY’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
Q1 		– Sell
-225
Closed -$16.5K – 233
2018
Q4 		$16.5K Sell
225
-300
-57% -$25.4K 0.02% 189
2018
Q3 		$51.1K Hold
525
– – 0.04% 174
2018
Q2 		$49.4K Sell
525
-2,495
-83% -$253K 0.04% 182
2018
Q1 		$297K Sell
3,020
-2,330
-44% -$225K 0.23% 96
2017
Q4 		$534K Buy
+5,350
New +$472K 0.44% 71

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM

Winthrop Partners - WNY's BOKF Position: Q1 2019 in Review

Winthrop Partners - WNY sold out of BOK Financial (BOKF) in Q1 2019, closing a stake of 225 shares — an estimated $16.5K sold.

Winthrop Partners - WNY first reported a position in BOKF in Q4 2017 and held it in 5 quarters. The position peaked at $534K in Q4 2017. 204 funds tracked by Wall St. Rank hold BOKF as of Q1 2019.

  • Winthrop Partners - WNY reported no remaining BOK Financial position as of Q1 2019 after selling out during the quarter.
  • Winthrop Partners - WNY sold 225 BOK Financial shares in Q1 2019, an estimated $16.5K.
  • Winthrop Partners - WNY first reported a position in BOK Financial in Q4 2017 and held it in 5 quarters.
  • Winthrop Partners - WNY's BOK Financial position peaked at $534K in Q4 2017.
  • 204 funds tracked by Wall St. Rank held BOK Financial as of Q1 2019.

Based on Winthrop Partners - WNY's 13F filing for Q1 2019, filed 15 May 2019.