Credential Qtrade Securities’s Oneok OKE Stock Holding History

Credential Qtrade Securities’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	-12,047	Closed	-$400K	–	298
2020 Q2	$400K	Buy	12,047 +9,616	+396%	+$313K	0.05%	140
2020 Q1	$53K	Sell	2,431 -13,425	-85%	-$818K	0.01%	206
2019 Q4	$1.2M	Buy	15,856 +339	+2%	+$24.2K	0.16%	86
2019 Q3	$1.14M	Buy	15,517 +3,176	+26%	+$225K	0.18%	86
2019 Q2	$849K	Buy	12,341 +141	+1%	+$9.5K	0.14%	96
2019 Q1	$852K	Buy	+12,200	New	+$790K	0.16%	86

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

Credential Qtrade Securities's OKE Position: Q3 2020 in Review

Credential Qtrade Securities sold out of Oneok (OKE) in Q3 2020, closing a stake of 12,047 shares — an estimated $400K sold.

Credential Qtrade Securities first reported a position in OKE in Q1 2019 and held it in 6 quarters. The position peaked at $1.2M in Q4 2019. 697 funds tracked by Wall St. Rank hold OKE as of Q3 2020.

Credential Qtrade Securities reported no remaining Oneok position as of Q3 2020 after selling out during the quarter.
Credential Qtrade Securities sold 12,047 Oneok shares in Q3 2020, an estimated $400K.
Credential Qtrade Securities first reported a position in Oneok in Q1 2019 and held it in 6 quarters.
Credential Qtrade Securities's Oneok position peaked at $1.2M in Q4 2019.
697 funds tracked by Wall St. Rank held Oneok as of Q3 2020.

Based on Credential Qtrade Securities's 13F filing for Q3 2020, filed 21 Jul 2025.