$1.43 Billion is the total value of Arvest Bank Trust Division's 188 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IQV | New | IQVIA HLDGS INC | $22,517,000 | – | 230,003 | +100.0% | 1.57% | – |
| LRCX | New | LAM RESEARCH CORP | $11,306,000 | – | 61,420 | +100.0% | 0.79% | – |
| EMLP | New | FIRST TR EXCHANGE TRADED FDno amer energy | $2,633,000 | – | 107,214 | +100.0% | 0.18% | – |
| AXP | New | AMERICAN EXPRESS CO | $215,000 | – | 2,167 | +100.0% | 0.02% | – |
| New | VANGUARD WORLD FDintl gr fd adm | $214,000 | – | 2,236 | +100.0% | 0.02% | – | |
| PB | New | PROSPERITY BANCSHARES INC | $210,000 | – | 3,000 | +100.0% | 0.02% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $207,000 | – | 5,174 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF TR | 29 | Q3 2021 | 11.9% |
| ISHARES TR | 29 | Q3 2021 | 11.8% |
| ISHARES TR | 29 | Q3 2021 | 6.3% |
| MFS INSTL TR | 29 | Q3 2021 | 5.4% |
| SPDR S&P 500 ETF TR | 29 | Q3 2021 | 5.0% |
| APPLE INC | 29 | Q3 2021 | 2.8% |
| UNION PACIFIC CORP | 29 | Q3 2021 | 2.6% |
| FISERV INC | 29 | Q3 2021 | 2.4% |
| LOWES COS INC | 29 | Q3 2021 | 2.3% |
| ACCENTURE PLC IRELAND | 29 | Q3 2021 | 2.1% |
View Arvest Bank Trust Division's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-08-19 |
| 13F-HR | 2021-04-13 |
| 13F-HR | 2021-02-17 |
| 13F-HR | 2020-11-30 |
| 13F-HR | 2020-08-21 |
| 13F-HR | 2020-04-14 |
| 13F-HR | 2020-01-14 |
| 13F-HR | 2019-10-18 |
| 13F-HR | 2019-07-19 |
View Arvest Bank Trust Division's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.