Avitas Wealth Management’s Oneok OKE Stock Holding History

Avitas 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
2020 Q1	–	Sell	-27,103	Closed	-$2.05M	–	161
2019 Q4	$2.05M	Buy	27,103 +133	+0.5%	+$9.51K	0.53%	81
2019 Q3	$1.99M	Buy	+26,970	New	+$1.91M	0.55%	81

Other funds holding OKE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avitas Wealth Management's OKE Position: Q1 2020 in Review

Avitas Wealth Management sold out of Oneok (OKE) in Q1 2020, closing a stake of 27,103 shares — an estimated $2.05M sold.

Avitas Wealth Management first reported a position in OKE in Q3 2019 and held it in 2 quarters. The position peaked at $2.05M in Q4 2019. 731 funds tracked by Wall St. Rank hold OKE as of Q1 2020.

Avitas Wealth Management reported no remaining Oneok position as of Q1 2020 after selling out during the quarter.
Avitas Wealth Management sold 27,103 Oneok shares in Q1 2020, an estimated $2.05M.
Avitas Wealth Management first reported a position in Oneok in Q3 2019 and held it in 2 quarters.
Avitas Wealth Management's Oneok position peaked at $2.05M in Q4 2019.
731 funds tracked by Wall St. Rank held Oneok as of Q1 2020.

Based on Avitas Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.