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Institutional Investment Manager
BOK Financial Private Wealth, Inc.
BOK Financial Private Wealth, Inc. (CIK: 0001317348) incorporated in Colorado, located at 1600 Broadway, 4th Floor, Denver, CO. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q1)
Portfolio Summary: 75 holdings with a total value of $604,831,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 BRISTOL MYERS SQUIBB CO 5,811 375,000 0.06%
52 ISHARES TR 4,590 345,000 0.06%
53 CoBiz Financial Inc 27,246 336,000 0.06%
54 INTERNATIONAL BUSINESS MACHS 1,956 314,000 0.05%
55 TEXTRON INC 7,000 310,000 0.05%
56 DISNEY WALT CO 2,897 304,000 0.05%
57 SCHWAB US AGGREGATE BOND ETF 5,562 294,000 0.05%
58 KRAFT HEINZ CO COM 3,353 292,000 0.05%
59 BILL BARRETT CP 35,228 292,000 0.05%
60 SCHWAB U.S. REIT ETF 7,142 290,000 0.05%
61 VANGUARD INDEX FDS 2,583 283,000 0.05%
62 PEPSICO INC 2,948 282,000 0.05%
63 ISHARES TR 2,484 282,000 0.05%
64 ISHARES TR 6,215 275,000 0.05%
65 CVS HEALTH CORP 2,642 273,000 0.05%
66 SPDR GOLD TR 2,350 267,000 0.04%
67 SCHWAB US TIPS ETF 4,606 253,000 0.04%
68 VANGUARD INTL EQUITY INDEX F 4,660 253,000 0.04%
69 JPMORGAN CHASE & CO 3,794 230,000 0.04%
70 BECTON DICKINSON & CO 1,500 215,000 0.04%
71 INTEL CORP 6,755 211,000 0.03%
72 EOG RES INC 2,290 210,000 0.03%
73 Ishares - Japan 16,080 201,000 0.03%
74 BANK AMER CORP 12,966 200,000 0.03%
75 Magnum Hunter Resources Corp 53,635 143,000 0.02%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-000974, filed 2015.04.30).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.