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Berman Capital Advisors’s Oneok OKE Stock Holding History

Berman Capital 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
2021
Q3 		$193K Buy
3,354
+594
+22% +$31.9K 0.03% 271
2021
Q2 		$152K Buy
2,760
+371
+16% +$19.8K 0.02% 281
2021
Q1 		$120K Buy
2,389
+564
+31% +$25.6K 0.03% 268
2020
Q4 		$69K Sell
1,825
-416
-19% -$14K 0.02% 332
2020
Q3 		$57K Buy
2,241
+652
+41% +$18.2K 0.02% 316
2020
Q2 		$52K Sell
1,589
-3,036
-66% -$98.9K 0.01% 315
2020
Q1 		$99K Sell
4,625
-1,435
-24% -$87.4K 0.03% 195
2019
Q4 		$457K Sell
6,060
-307
-5% -$21.9K 0.13% 73
2019
Q3 		$467K Buy
6,367
+16
+0.3% +$1.13K 0.15% 70
2019
Q2 		$435K Sell
6,351
-817
-11% -$55.1K 0.14% 72
2019
Q1 		$499K Buy
7,168
+125
+2% +$8.1K 0.17% 66
2018
Q4 		$378K Sell
7,043
-1,114
-14% -$69.2K 0.15% 63
2018
Q3 		$553K Hold
8,157
– – 0.23% 52
2018
Q2 		$570K Sell
8,157
-408
-5% -$26.3K 0.2% 54
2018
Q1 		$487K Buy
8,565
+885
+12% +$50.8K 0.19% 55
2017
Q4 		$410K Buy
+7,680
New +$410K 0.14% 65

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Berman Capital Advisors's OKE Position: Q3 2021 in Review

Berman Capital Advisors increased its Oneok (OKE) stake by 22% in Q3 2021, buying an estimated $31.9K and bringing the position to 3,354 shares worth $193K. The position accounts for 0.03% of the portfolio, ranked #271.

Berman Capital Advisors first reported a position in OKE in Q4 2017 and has held it in 16 quarters since. The position peaked at $570K in Q2 2018. 883 funds tracked by Wall St. Rank hold OKE as of Q3 2021.

  • Berman Capital Advisors held 3,354 shares of Oneok worth $193K as of Q3 2021.
  • Berman Capital Advisors bought 594 Oneok shares in Q3 2021, an estimated $31.9K.
  • Oneok made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #271 holding.
  • Berman Capital Advisors first reported a position in Oneok in Q4 2017 and has held it in 16 quarters since.
  • Berman Capital Advisors's Oneok position peaked at $570K in Q2 2018.
  • 883 funds tracked by Wall St. Rank held Oneok as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.