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Beacon Pointe Wealth Advisors’s OGE Energy OGE Stock Holding History

Beacon Pointe Wealth Advisors’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
2019
Q4 		– Sell
-8,313
Closed -$377K – 287
2019
Q3 		$377K Buy
+8,313
New +$360K 0.08% 180
2019
Q2 		– Sell
-4,800
Closed -$207K – 276
2019
Q1 		$207K Buy
+4,800
New +$199K 0.05% 246

Other funds holding OGE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beacon Pointe Wealth Advisors's OGE Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors sold out of OGE Energy (OGE) in Q4 2019, closing a stake of 8,313 shares — an estimated $377K sold.

Beacon Pointe Wealth Advisors first reported a position in OGE in Q1 2019 and held it in 2 quarters. The position peaked at $377K in Q3 2019. 468 funds tracked by Wall St. Rank hold OGE as of Q4 2019.

  • Beacon Pointe Wealth Advisors reported no remaining OGE Energy position as of Q4 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 8,313 OGE Energy shares in Q4 2019, an estimated $377K.
  • Beacon Pointe Wealth Advisors first reported a position in OGE Energy in Q1 2019 and held it in 2 quarters.
  • Beacon Pointe Wealth Advisors's OGE Energy position peaked at $377K in Q3 2019.
  • 468 funds tracked by Wall St. Rank held OGE Energy as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.