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Eads & Heald Wealth Management’s Oneok OKE Stock Holding History

Eads & Heald 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
2015
Q3 		– Sell
-5,740
Closed -$227K – 139
2015
Q2 		$227K Buy
5,740
+290
+5% +$12.9K 0.15% 124
2015
Q1 		$263K Buy
+5,450
New +$249K 0.17% 119

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Eads & Heald Wealth Management's OKE Position: Q3 2015 in Review

Eads & Heald Wealth Management sold out of Oneok (OKE) in Q3 2015, closing a stake of 5,740 shares — an estimated $227K sold.

Eads & Heald Wealth Management first reported a position in OKE in Q1 2015 and held it in 2 quarters. The position peaked at $263K in Q1 2015. 436 funds tracked by Wall St. Rank hold OKE as of Q3 2015.

  • Eads & Heald Wealth Management reported no remaining Oneok position as of Q3 2015 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 5,740 Oneok shares in Q3 2015, an estimated $227K.
  • Eads & Heald Wealth Management first reported a position in Oneok in Q1 2015 and held it in 2 quarters.
  • Eads & Heald Wealth Management's Oneok position peaked at $263K in Q1 2015.
  • 436 funds tracked by Wall St. Rank held Oneok as of Q3 2015.

Based on Eads & Heald Wealth Management's 13F filing for Q3 2015, filed 30 Oct 2015.