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Elite Wealth Management’s Oneok OKE Stock Holding History

Elite 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
2014
Q3 		– Sell
-1,000
Closed -$68K – 695
2014
Q2 		$68K Hold
1,000
– – 0.07% 98
2014
Q1 		$59K Sell
1,000
-142
-12% -$8.31K 0.05% 114
2013
Q4 		$62K Hold
1,142
– – 0.05% 142
2013
Q3 		$53K Buy
+1,142
New +$49.6K 0.05% 165

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 $3.37T AUM 44.26% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Elite Wealth Management's OKE Position: Q3 2014 in Review

Elite Wealth Management sold out of Oneok (OKE) in Q3 2014, closing a stake of 1,000 shares — an estimated $68K sold.

Elite Wealth Management first reported a position in OKE in Q3 2013 and held it in 4 quarters. The position peaked at $68K in Q2 2014. 515 funds tracked by Wall St. Rank hold OKE as of Q3 2014.

  • Elite Wealth Management reported no remaining Oneok position as of Q3 2014 after selling out during the quarter.
  • Elite Wealth Management sold 1,000 Oneok shares in Q3 2014, an estimated $68K.
  • Elite Wealth Management first reported a position in Oneok in Q3 2013 and held it in 4 quarters.
  • Elite Wealth Management's Oneok position peaked at $68K in Q2 2014.
  • 515 funds tracked by Wall St. Rank held Oneok as of Q3 2014.

Based on Elite Wealth Management's 13F filing for Q3 2014, filed 23 Nov 2016.