CWA
OKE icon

Cypress Wealth Advisors’s Oneok OKE Stock Holding History

Cypress Wealth Advisors’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
Q1 		$607K Sell
8,689
-100
-1% -$6.48K 0.69% 46
2018
Q4 		$474K Buy
+8,789
New +$546K 0.65% 43

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cypress Wealth Advisors's OKE Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its Oneok (OKE) stake by 1.1% in Q1 2019, selling an estimated $6.48K and leaving 8,689 shares worth $607K. The position accounts for 0.69% of the portfolio, ranked #46.

Cypress Wealth Advisors first reported a position in OKE in Q4 2018 and has held it in 2 quarters since. 898 funds tracked by Wall St. Rank hold OKE as of Q1 2019.

  • Cypress Wealth Advisors held 8,689 shares of Oneok worth $607K as of Q1 2019.
  • Cypress Wealth Advisors sold 100 Oneok shares in Q1 2019, an estimated $6.48K.
  • Oneok made up 0.69% of Cypress Wealth Advisors's portfolio in Q1 2019, its #46 holding.
  • Cypress Wealth Advisors first reported a position in Oneok in Q4 2018 and has held it in 2 quarters since.
  • 898 funds tracked by Wall St. Rank held Oneok as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.