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Affinity Wealth Management’s Oneok OKE Stock Holding History

Affinity Wealth Management’s Portfolio OKE Stock Details OKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		$211K Buy
+3,106
New +$196K 0.2% 26

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Affinity Wealth Management's OKE Position: Q2 2014 in Review

Affinity Wealth Management opened a new position in Oneok (OKE) in Q2 2014: 3,106 shares worth $211K. The stake represents 0.2% of the portfolio and ranks #26 among its holdings.

505 funds tracked by Wall St. Rank hold OKE as of Q2 2014.

  • Affinity Wealth Management held 3,106 shares of Oneok worth $211K as of Q2 2014.
  • Oneok was a new Affinity Wealth Management position in Q2 2014.
  • Oneok made up 0.2% of Affinity Wealth Management's portfolio in Q2 2014, its #26 holding.
  • 505 funds tracked by Wall St. Rank held Oneok as of Q2 2014.

Based on Affinity Wealth Management's 13F filing for Q2 2014, filed 24 Jul 2014.