CWM
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Cedar Wealth Management’s Oneok OKE Stock Holding History

Cedar 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
2019
Q4 		– Sell
-100
Closed -$7K – 179
2019
Q3 		$7K Sell
100
-80
-44% -$5.66K ﹤0.01% 138
2019
Q2 		$12K Sell
180
-60
-25% -$4.04K 0.01% 144
2019
Q1 		$17K Sell
240
-60
-20% -$3.88K 0.01% 134
2018
Q4 		$16K Hold
300
– – 0.01% 122
2018
Q3 		$20K Sell
300
-144
-32% -$9.86K 0.01% 109
2018
Q2 		$31K Sell
444
-2,319
-84% -$149K 0.02% 92
2018
Q1 		$157K Sell
2,763
-1,080
-28% -$62K 0.1% 66
2017
Q4 		$205K Hold
3,843
– – 0.12% 49
2017
Q3 		$213K Buy
+3,843
New +$208K 0.13% 46

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return