Campbell Wealth Management’s Oneok OKE Stock Holding History

Campbell Wealth Management’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
2020 Q3	–	Sell	-297	Closed	-$10K	–	260
2020 Q2	$10K	Buy	+297	New	+$9.68K	﹤0.01%	274
2020 Q1	–	Sell	-3,917	Closed	-$296K	–	60
2019 Q4	$296K	Hold	3,917	–	–	0.06%	47
2019 Q3	$289K	Sell	3,917 -26	-0.7%	-$1.84K	0.06%	46
2019 Q2	$271K	Sell	3,943 -260	-6%	-$17.5K	0.07%	46
2019 Q1	$294K	Buy	4,203 +26	+0.6%	+$1.68K	0.08%	38
2018 Q4	$225K	Buy	+4,177	New	+$259K	0.07%	45

Other funds holding OKE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCA

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Campbell Wealth Management's OKE Position: Q3 2020 in Review

Campbell Wealth Management sold out of Oneok (OKE) in Q3 2020, closing a stake of 297 shares — an estimated $10K sold.

Campbell Wealth Management first reported a position in OKE in Q4 2018 and held it in 6 quarters. The position peaked at $296K in Q4 2019. 697 funds tracked by Wall St. Rank hold OKE as of Q3 2020.

Campbell Wealth Management reported no remaining Oneok position as of Q3 2020 after selling out during the quarter.
Campbell Wealth Management sold 297 Oneok shares in Q3 2020, an estimated $10K.
Campbell Wealth Management first reported a position in Oneok in Q4 2018 and held it in 6 quarters.
Campbell Wealth Management's Oneok position peaked at $296K in Q4 2019.
697 funds tracked by Wall St. Rank held Oneok as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.