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Doyle Wealth Management’s Oneok OKE Stock Holding History

Doyle 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
-3,550
Closed -$262K – 215
2019
Q3 		$262K Buy
3,550
+381
+12% +$27K 0.04% 170
2019
Q2 		$218K Buy
3,169
+16
+0.5% +$1.08K 0.03% 180
2019
Q1 		$212K Sell
3,153
-963
-23% -$62.4K 0.03% 182
2018
Q4 		$222K Buy
4,116
+3
+0.1% +$186 0.04% 167
2018
Q3 		$279K Buy
4,113
+3
+0.1% +$205 0.04% 158
2018
Q2 		$287K Buy
+4,110
New +$265K 0.05% 148

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
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

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

Doyle Wealth Management sold out of Oneok (OKE) in Q4 2019, closing a stake of 3,550 shares — an estimated $262K sold.

Doyle Wealth Management first reported a position in OKE in Q2 2018 and held it in 6 quarters. The position peaked at $287K in Q2 2018. 1,025 funds tracked by Wall St. Rank hold OKE as of Q4 2019.

  • Doyle Wealth Management reported no remaining Oneok position as of Q4 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 3,550 Oneok shares in Q4 2019, an estimated $262K.
  • Doyle Wealth Management first reported a position in Oneok in Q2 2018 and held it in 6 quarters.
  • Doyle Wealth Management's Oneok position peaked at $287K in Q2 2018.
  • 1,025 funds tracked by Wall St. Rank held Oneok as of Q4 2019.

Based on Doyle Wealth Management's 13F filing for Q4 2019, filed 11 Feb 2020.