Bok Finl (BOKF) Shareholder Morgan Stanley Upped Holding; Exxon Mobil (XOM) Shareholder Wealth Architects Has Upped Position by $321,280 as Share Value Rose

December 7, 2017 - By Linda Rogers

Morgan Stanley increased its stake in Bok Finl Corp (BOKF) by 43.57% based on its latest 2017Q2 regulatory filing with the SEC. Morgan Stanley bought 5,606 shares as the company’s stock declined 2.06% while stock markets rallied. The institutional investor held 18,474 shares of the major banks company at the end of 2017Q2, valued at $1.55 million, up from 12,868 at the end of the previous reported quarter. Morgan Stanley who had been investing in Bok Finl Corp for a number of months, seems to be bullish on the $5.72B market cap company. The stock decreased 0.90% or $0.79 during the last trading session, reaching $87.37. About 41,743 shares traded. BOK Financial Corporation (NASDAQ:BOKF) has risen 36.84% since December 7, 2016 and is uptrending. It has outperformed by 20.14% the S&P500.

Wealth Architects Llc increased its stake in Exxon Mobil Corp (XOM) by 36.3% based on its latest 2017Q2 regulatory filing with the SEC. Wealth Architects Llc bought 4,016 shares as the company’s stock rose 0.21% with the market. The institutional investor held 15,080 shares of the integrated oil company at the end of 2017Q2, valued at $1.22 million, up from 11,064 at the end of the previous reported quarter. Wealth Architects Llc who had been investing in Exxon Mobil Corp for a number of months, seems to be bullish on the $348.63 billion market cap company. The stock decreased 0.74% or $0.61 during the last trading session, reaching $82.28. About 13.40M shares traded or 45.47% up from the average. Exxon Mobil Corporation (NYSE:XOM) has declined 9.08% since December 7, 2016 and is downtrending. It has underperformed by 25.78% the S&P500.




Investors sentiment decreased to 0.85 in 2017 Q2. Its down 0.04, from 0.89 in 2017Q1. It dived, as 48 investors sold XOM shares while 822 reduced holdings. 103 funds opened positions while 639 raised stakes. 2.12 billion shares or 0.55% more from 2.10 billion shares in 2017Q1 were reported. 878,638 were accumulated by Cullen Frost Bankers. Swift Run Mngmt Limited Co reported 0.24% in Exxon Mobil Corporation (NYSE:XOM). Parthenon Lc invested in 4.29% or 223,228 shares. 8,241 are held by Oakmont Prns Lc. Aull Monroe Corporation has invested 1.99% in Exxon Mobil Corporation (NYSE:XOM). Cutter Brokerage Inc stated it has 0.32% in Exxon Mobil Corporation (NYSE:XOM). Westpac Banking Corporation invested in 0% or 356,746 shares. University Of Texas Inv Managment stated it has 14,000 shares or 3.36% of all its holdings. Orrstown Financial reported 22,959 shares stake. Asset Mgmt One owns 6.57M shares for 1.35% of their portfolio. 58,781 are owned by North American Mgmt. 26,428 were accumulated by Willingdon Wealth Management. Whalerock Point Partners Ltd Llc invested 1.61% of its portfolio in Exxon Mobil Corporation (NYSE:XOM). Roof Eidam Maycock Adv owns 30,003 shares. 8.70 million were accumulated by Federated Investors Incorporated Pa.

More notable recent Exxon Mobil Corporation (NYSE:XOM) news were published by: Chron.com which released: “Exxon sends first US fuel shipment to Mexico’s newly free market” on December 06, 2017, also Reuters.com with their article: “ExxonMobil, Chevron, Shell paid no tax in Australia for 2016” published on December 07, 2017, Seekingalpha.com published: “Exxon Mobil: Debunking The Chemical Drag” on November 15, 2017. More interesting news about Exxon Mobil Corporation (NYSE:XOM) were released by: Seekingalpha.com and their article: “Exxon Mobil’s Renewable Energy Moonshots” published on November 20, 2017 as well as Seekingalpha.com‘s news article titled: “Why You Should Buy Exxon Mobil’s 3.8% Yield” with publication date: November 17, 2017.

Among 26 analysts covering Exxon Mobil (NYSE:XOM), 10 have Buy rating, 6 Sell and 10 Hold. Therefore 38% are positive. Exxon Mobil had 77 analyst reports since July 22, 2015 according to SRatingsIntel. Goldman Sachs downgraded Exxon Mobil Corporation (NYSE:XOM) on Monday, October 31 to “Neutral” rating. The rating was downgraded by Vetr to “Strong-Buy” on Wednesday, August 12. The rating was maintained by HSBC on Wednesday, March 8 with “Hold”. The firm has “Overweight” rating given on Tuesday, July 11 by Barclays Capital. Jefferies maintained it with “Hold” rating and $8600 target in Thursday, July 27 report. Barclays Capital maintained the stock with “Equal Weight” rating in Tuesday, January 12 report. The rating was upgraded by Bank of America to “Buy” on Thursday, May 11. Jefferies maintained the shares of XOM in report on Friday, June 23 with “Hold” rating. The rating was upgraded by Goldman Sachs on Wednesday, July 22 to “Conviction Buy”. The firm earned “Underperform” rating on Wednesday, November 18 by Raymond James.

Among 13 analysts covering BOK Financial (NASDAQ:BOKF), 3 have Buy rating, 0 Sell and 10 Hold. Therefore 23% are positive. BOK Financial had 39 analyst reports since July 30, 2015 according to SRatingsIntel. The rating was upgraded by Macquarie Research to “Neutral” on Thursday, October 27. The firm earned “Neutral” rating on Friday, October 7 by Wedbush. The firm earned “Neutral” rating on Thursday, August 20 by Sterne Agee CRT. The rating was maintained by Stephens with “Buy” on Tuesday, June 6. RBC Capital Markets maintained BOK Financial Corporation (NASDAQ:BOKF) rating on Thursday, September 7. RBC Capital Markets has “Hold” rating and $92.0 target. Wedbush maintained BOK Financial Corporation (NASDAQ:BOKF) on Wednesday, November 30 with “Neutral” rating. Wells Fargo downgraded the stock to “Underperform” rating in Thursday, April 28 report. The stock of BOK Financial Corporation (NASDAQ:BOKF) has “Buy” rating given on Wednesday, July 26 by Stephens. The firm has “Hold” rating by Keefe Bruyette & Woods given on Monday, August 28. RBC Capital Markets maintained BOK Financial Corporation (NASDAQ:BOKF) on Thursday, January 14 with “Sector Perform” rating.

Investors sentiment decreased to 0.94 in 2017 Q2. Its down 0.41, from 1.35 in 2017Q1. It worsened, as 19 investors sold BOKF shares while 50 reduced holdings. 16 funds opened positions while 49 raised stakes. 20.01 million shares or 3.19% less from 20.67 million shares in 2017Q1 were reported. The Maryland-based Proshare Advsr Ltd Liability Corporation has invested 0% in BOK Financial Corporation (NASDAQ:BOKF). Voya Investment Mgmt reported 10,891 shares. State Street invested in 569,675 shares. Nuance Invests Limited Liability Co holds 0.24% in BOK Financial Corporation (NASDAQ:BOKF) or 37,754 shares. Fmr Lc accumulated 1.50M shares. Dynamic Cap Management Ltd accumulated 4,260 shares. Hsbc Holdings Plc holds 0% of its portfolio in BOK Financial Corporation (NASDAQ:BOKF) for 3,176 shares. Jacobs Levy Equity Mgmt holds 6,340 shares or 0.01% of its portfolio. Royal Savings Bank Of Canada has invested 0% in BOK Financial Corporation (NASDAQ:BOKF). Susquehanna Llp stated it has 8,476 shares. Goldman Sachs Group Inc owns 307,814 shares for 0.01% of their portfolio. 24 were reported by Fifth Third Bancorporation. Raymond James & Assoc holds 0.01% of its portfolio in BOK Financial Corporation (NASDAQ:BOKF) for 43,001 shares. The Florida-based Raymond James has invested 0% in BOK Financial Corporation (NASDAQ:BOKF). Nationwide Fund Advsr accumulated 15,010 shares.

More notable recent BOK Financial Corporation (NASDAQ:BOKF) news were published by: Globenewswire.com which released: “BOK Financial Announces Third Quarter 2017 Earnings Conference Call” on October 04, 2017, also Nasdaq.com with their article: “BOK Financial (BOKF) Beats Q1 Earnings and Revenue Estimates” published on April 27, 2017, Globenewswire.com published: “BOK Financial Reports Annual and Quarterly Earnings for 2016” on January 25, 2017. More interesting news about BOK Financial Corporation (NASDAQ:BOKF) were released by: Seekingalpha.com and their article: “BOK Financial’s (BOKF) CEO Steve Bradshaw on Q2 2017 Results – Earnings Call …” published on July 26, 2017 as well as Nasdaq.com‘s news article titled: “BOK Financial Reaches Analyst Target Price” with publication date: November 30, 2017.

Morgan Stanley, which manages about $60.09B and $331.01 billion US Long portfolio, decreased its stake in Zendesk Inc (NYSE:ZEN) by 613,993 shares to 527,941 shares, valued at $14.67 million in 2017Q2, according to the filing. It also reduced its holding in Bank Of Nova Scotia by 464,000 shares in the quarter, leaving it with 9.77 million shares, and cut its stake in Information Services Group I (NASDAQ:III).

Receive News & Ratings Via Email - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings with our FREE daily email newsletter.