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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cedar Wealth Management's OKE Position: Q4 2019 in Review

Cedar Wealth Management sold out of Oneok (OKE) in Q4 2019, closing a stake of 100 shares — an estimated $7K sold.

Cedar Wealth Management first reported a position in OKE in Q3 2017 and held it in 9 quarters. The position peaked at $213K in Q3 2017. 1,025 funds tracked by Wall St. Rank hold OKE as of Q4 2019.

  • Cedar Wealth Management reported no remaining Oneok position as of Q4 2019 after selling out during the quarter.
  • Cedar Wealth Management sold 100 Oneok shares in Q4 2019, an estimated $7K.
  • Cedar Wealth Management first reported a position in Oneok in Q3 2017 and held it in 9 quarters.
  • Cedar Wealth Management's Oneok position peaked at $213K in Q3 2017.
  • 1,025 funds tracked by Wall St. Rank held Oneok as of Q4 2019.

Based on Cedar Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.