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Bush ODonnell Investment Advisors’s Oneok OKE Stock Holding History

Bush ODonnell Investment 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
2018
Q1 		– Sell
-16,136
Closed -$862K – 31
2017
Q4 		$862K Sell
16,136
-8,200
-34% -$438K 0.7% 21
2017
Q3 		$1.35M Buy
24,336
+20,431
+523% +$1.1M 1.03% 20
2017
Q2 		$204K Hold
3,905
– – 0.13% 51
2017
Q1 		$216K Hold
3,905
– – 0.14% 50
2016
Q4 		$224K Hold
3,905
– – 0.15% 48
2016
Q3 		$201K Buy
+3,905
New +$185K 0.13% 48

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Bush ODonnell Investment Advisors's OKE Position: Q1 2018 in Review

Bush ODonnell Investment Advisors sold out of Oneok (OKE) in Q1 2018, closing a stake of 16,136 shares — an estimated $862K sold.

Bush ODonnell Investment Advisors first reported a position in OKE in Q3 2016 and held it in 6 quarters. The position peaked at $1.35M in Q3 2017. 801 funds tracked by Wall St. Rank hold OKE as of Q1 2018.

  • Bush ODonnell Investment Advisors reported no remaining Oneok position as of Q1 2018 after selling out during the quarter.
  • Bush ODonnell Investment Advisors sold 16,136 Oneok shares in Q1 2018, an estimated $862K.
  • Bush ODonnell Investment Advisors first reported a position in Oneok in Q3 2016 and held it in 6 quarters.
  • Bush ODonnell Investment Advisors's Oneok position peaked at $1.35M in Q3 2017.
  • 801 funds tracked by Wall St. Rank held Oneok as of Q1 2018.

Based on Bush ODonnell Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.