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Alera Investment Advisors’s Oneok OKE Stock Holding History

Alera Investment Advisors’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
2019
Q2 		– Sell
-110
Closed -$8K – 708
2019
Q1 		$8K Sell
110
-50
-31% -$3.24K ﹤0.01% 528
2018
Q4 		$9K Buy
+160
New +$9.94K 0.01% 465

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Alera Investment Advisors's OKE Position: Q2 2019 in Review

Alera Investment Advisors sold out of Oneok (OKE) in Q2 2019, closing a stake of 110 shares — an estimated $8K sold.

Alera Investment Advisors first reported a position in OKE in Q4 2018 and held it in 2 quarters. The position peaked at $9K in Q4 2018. 891 funds tracked by Wall St. Rank hold OKE as of Q2 2019.

  • Alera Investment Advisors reported no remaining Oneok position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 110 Oneok shares in Q2 2019, an estimated $8K.
  • Alera Investment Advisors first reported a position in Oneok in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Oneok position peaked at $9K in Q4 2018.
  • 891 funds tracked by Wall St. Rank held Oneok as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.