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Chessman Wealth Strategies RIA’s Oneok OKE Stock Holding History

Chessman Wealth Strategies RIA’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
Q4 		– Sell
-816
Closed -$55K – 121
2018
Q3 		$55K Buy
+816
New +$55.9K 0.05% 55

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Chessman Wealth Strategies RIA's OKE Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Oneok (OKE) in Q4 2018, closing a stake of 816 shares — an estimated $55K sold.

Chessman Wealth Strategies RIA first reported a position in OKE in Q3 2018 and held it in 1 quarter. The position peaked at $55K in Q3 2018. 868 funds tracked by Wall St. Rank hold OKE as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Oneok position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 816 Oneok shares in Q4 2018, an estimated $55K.
  • Chessman Wealth Strategies RIA first reported a position in Oneok in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Oneok position peaked at $55K in Q3 2018.
  • 868 funds tracked by Wall St. Rank held Oneok as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.