Capstone Financial Group’s Oneok OKE Stock Holding History

Capstone Financial Group’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 Q2	–	Sell	-2,553	Closed	-$56K	–	159
2020 Q1	$56K	Buy	2,553 +152	+6%	+$9.26K	0.06%	109
2019 Q4	$182K	Buy	+2,401	New	+$172K	0.18%	80

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capstone Financial Group's OKE Position: Q2 2020 in Review

Capstone Financial Group sold out of Oneok (OKE) in Q2 2020, closing a stake of 2,553 shares — an estimated $56K sold.

Capstone Financial Group first reported a position in OKE in Q4 2019 and held it in 2 quarters. The position peaked at $182K in Q4 2019. 758 funds tracked by Wall St. Rank hold OKE as of Q2 2020.

Capstone Financial Group reported no remaining Oneok position as of Q2 2020 after selling out during the quarter.
Capstone Financial Group sold 2,553 Oneok shares in Q2 2020, an estimated $56K.
Capstone Financial Group first reported a position in Oneok in Q4 2019 and held it in 2 quarters.
Capstone Financial Group's Oneok position peaked at $182K in Q4 2019.
758 funds tracked by Wall St. Rank held Oneok as of Q2 2020.

Based on Capstone Financial Group's 13F filing for Q2 2020, filed 14 Jul 2020.