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Zebra Capital Management’s BOK Financial BOKF Stock Holding History

Zebra Capital Management’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
2016
Q4 		– Sell
-29,742
Closed -$2.05M – 269
2016
Q3 		$2.05M Buy
29,742
+3,199
+12% +$212K 0.64% 23
2016
Q2 		$1.66M Buy
26,543
+15,493
+140% +$920K 0.58% 34
2016
Q1 		$604K Buy
+11,050
New +$577K 0.24% 191
2015
Q4 		– Sell
-21,742
Closed -$1.41M – 231
2015
Q3 		$1.41M Buy
21,742
+606
+3% +$39.4K 0.87% 9
2015
Q2 		$1.47M Sell
21,136
-3,166
-13% -$207K 0.85% 9
2015
Q1 		$1.49M Sell
24,302
-1,049
-4% -$61.2K 0.76% 18
2014
Q4 		$1.52M Sell
25,351
-193
-0.8% -$12.5K 0.59% 49
2014
Q3 		$1.7M Buy
25,544
+649
+3% +$43.3K 0.68% 20
2014
Q2 		$1.66M Buy
24,895
+5,729
+30% +$375K 0.64% 26
2014
Q1 		$1.32M Buy
19,166
+9,329
+95% +$610K 0.55% 48
2013
Q4 		$652K Buy
9,837
+286
+3% +$18.1K 0.34% 97
2013
Q3 		$605K Sell
9,551
-360
-4% -$23.7K 0.47% 75
2013
Q2 		$635K Buy
+9,911
New +$629K 0.53% 56

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Zebra Capital Management's BOKF Position: Q4 2016 in Review

Zebra Capital Management sold out of BOK Financial (BOKF) in Q4 2016, closing a stake of 29,742 shares — an estimated $2.05M sold.

Zebra Capital Management first reported a position in BOKF in Q2 2013 and held it in 13 quarters. The position peaked at $2.05M in Q3 2016. 154 funds tracked by Wall St. Rank hold BOKF as of Q4 2016.

  • Zebra Capital Management reported no remaining BOK Financial position as of Q4 2016 after selling out during the quarter.
  • Zebra Capital Management sold 29,742 BOK Financial shares in Q4 2016, an estimated $2.05M.
  • Zebra Capital Management first reported a position in BOK Financial in Q2 2013 and held it in 13 quarters.
  • Zebra Capital Management's BOK Financial position peaked at $2.05M in Q3 2016.
  • 154 funds tracked by Wall St. Rank held BOK Financial as of Q4 2016.

Based on Zebra Capital Management's 13F filing for Q4 2016, filed 13 Feb 2017.