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Aris Wealth Services’s Oneok OKE Stock Holding History

Aris Wealth Services’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
2015
Q3 		– Sell
-420
Closed -$17K – 463
2015
Q2 		$17K Sell
420
-261
-38% -$11.6K 0.02% 328
2015
Q1 		$33K Buy
+681
New +$31.1K 0.03% 263

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 $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Aris Wealth Services's OKE Position: Q3 2015 in Review

Aris Wealth Services sold out of Oneok (OKE) in Q3 2015, closing a stake of 420 shares — an estimated $17K sold.

Aris Wealth Services first reported a position in OKE in Q1 2015 and held it in 2 quarters. The position peaked at $33K in Q1 2015. 435 funds tracked by Wall St. Rank hold OKE as of Q3 2015.

  • Aris Wealth Services reported no remaining Oneok position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 420 Oneok shares in Q3 2015, an estimated $17K.
  • Aris Wealth Services first reported a position in Oneok in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's Oneok position peaked at $33K in Q1 2015.
  • 435 funds tracked by Wall St. Rank held Oneok as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.