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 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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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. 802 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.
802 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.