Burt Wealth Advisors’s Oneok OKE Stock Holding History

Burt Wealth 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
2015 Q1	–	Sell	-460	Closed	-$23K	–	364
2014 Q4	$23K	Buy	+460	New	+$25.4K	0.02%	181

Other funds holding OKE

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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 $5.1B AUM 17.16% 1-Year Est. Return

Burt Wealth Advisors's OKE Position: Q1 2015 in Review

Burt Wealth Advisors sold out of Oneok (OKE) in Q1 2015, closing a stake of 460 shares — an estimated $23K sold.

Burt Wealth Advisors first reported a position in OKE in Q4 2014 and held it in 1 quarter. The position peaked at $23K in Q4 2014. 490 funds tracked by Wall St. Rank hold OKE as of Q1 2015.

Burt Wealth Advisors reported no remaining Oneok position as of Q1 2015 after selling out during the quarter.
Burt Wealth Advisors sold 460 Oneok shares in Q1 2015, an estimated $23K.
Burt Wealth Advisors first reported a position in Oneok in Q4 2014 and held it in 1 quarter.
Burt Wealth Advisors's Oneok position peaked at $23K in Q4 2014.
490 funds tracked by Wall St. Rank held Oneok as of Q1 2015.

Based on Burt Wealth Advisors's 13F filing for Q1 2015, filed 1 May 2015.