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Advocacy Wealth Management Services’s OGE Energy OGE Stock Holding History

Advocacy Wealth Management Services’s Portfolio OGE Stock Details OGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-311
Closed -$9K – 437
2016
Q1 		$9K Buy
+311
New +$8.2K 0.01% 366

Other funds holding OGE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Advocacy Wealth Management Services's OGE Position: Q2 2016 in Review

Advocacy Wealth Management Services sold out of OGE Energy (OGE) in Q2 2016, closing a stake of 311 shares — an estimated $9K sold.

Advocacy Wealth Management Services first reported a position in OGE in Q1 2016 and held it in 1 quarter. The position peaked at $9K in Q1 2016. 351 funds tracked by Wall St. Rank hold OGE as of Q2 2016.

  • Advocacy Wealth Management Services reported no remaining OGE Energy position as of Q2 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 311 OGE Energy shares in Q2 2016, an estimated $9K.
  • Advocacy Wealth Management Services first reported a position in OGE Energy in Q1 2016 and held it in 1 quarter.
  • Advocacy Wealth Management Services's OGE Energy position peaked at $9K in Q1 2016.
  • 351 funds tracked by Wall St. Rank held OGE Energy as of Q2 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2016, filed 15 Jul 2016.