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Destination Wealth Management’s Oneok OKE Stock Holding History

Destination 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
Q3 		– Sell
-1,363
Closed -$94K – 389
2019
Q2 		$94K Buy
1,363
+1,213
+809% +$81.8K 0.01% 193
2019
Q1 		$10K Buy
+150
New +$9.71K ﹤0.01% 477
2018
Q3 		– Sell
-2,772
Closed -$194K – 739
2018
Q2 		$194K Buy
2,772
+33
+1% +$2.12K 0.01% 140
2018
Q1 		$156K Buy
+2,739
New +$157K 0.01% 154

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 $3.38T AUM 44.17% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Destination Wealth Management's OKE Position: Q3 2019 in Review

Destination Wealth Management sold out of Oneok (OKE) in Q3 2019, closing a stake of 1,363 shares — an estimated $94K sold.

Destination Wealth Management first reported a position in OKE in Q1 2018 and held it in 4 quarters. The position peaked at $194K in Q2 2018. 929 funds tracked by Wall St. Rank hold OKE as of Q3 2019.

  • Destination Wealth Management reported no remaining Oneok position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 1,363 Oneok shares in Q3 2019, an estimated $94K.
  • Destination Wealth Management first reported a position in Oneok in Q1 2018 and held it in 4 quarters.
  • Destination Wealth Management's Oneok position peaked at $194K in Q2 2018.
  • 929 funds tracked by Wall St. Rank held Oneok as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.