Avantax Planning Partners’s OGE Energy OGE Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-3,921	Closed	-$142K	–	908
2018 Q3	$142K	Buy	+3,921	New	+$143K	0.01%	280
2018 Q2	–	Sell	-2,926	Closed	-$96K	–	1071
2018 Q1	$96K	Buy	+2,926	New	+$92.4K	0.01%	414
2017 Q4	–	Sell	-10,686	Closed	-$385K	–	342
2017 Q3	$385K	Buy	10,686 +600	+6%	+$21.4K	0.03%	245
2017 Q2	$351K	Buy	10,086 +19	+0.2%	+$665	0.03%	229
2017 Q1	$352K	Hold	10,067	–	–	0.03%	222
2016 Q4	$337K	Buy	+10,067	New	+$318K	0.04%	211

Other funds holding OGE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Avantax Planning Partners's OGE Position: Q4 2018 in Review

Avantax Planning Partners sold out of OGE Energy (OGE) in Q4 2018, closing a stake of 3,921 shares — an estimated $142K sold.

Avantax Planning Partners first reported a position in OGE in Q4 2016 and held it in 6 quarters. The position peaked at $385K in Q3 2017. 446 funds tracked by Wall St. Rank hold OGE as of Q4 2018.

Avantax Planning Partners reported no remaining OGE Energy position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 3,921 OGE Energy shares in Q4 2018, an estimated $142K.
Avantax Planning Partners first reported a position in OGE Energy in Q4 2016 and held it in 6 quarters.
Avantax Planning Partners's OGE Energy position peaked at $385K in Q3 2017.
446 funds tracked by Wall St. Rank held OGE Energy as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.