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Executive Wealth Management’s Oneok OKE Stock Holding History

Executive 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
-286
Closed -$20K – 572
2019
Q2 		$20K Sell
286
-6
-2% -$404 ﹤0.01% 472
2019
Q1 		$20K Sell
292
-20
-6% -$1.29K ﹤0.01% 422
2018
Q4 		$17K Buy
+312
New +$19.4K ﹤0.01% 460

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

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

Executive Wealth Management sold out of Oneok (OKE) in Q3 2019, closing a stake of 286 shares — an estimated $20K sold.

Executive Wealth Management first reported a position in OKE in Q4 2018 and held it in 3 quarters. The position peaked at $20K in Q2 2019. 929 funds tracked by Wall St. Rank hold OKE as of Q3 2019.

  • Executive Wealth Management reported no remaining Oneok position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 286 Oneok shares in Q3 2019, an estimated $20K.
  • Executive Wealth Management first reported a position in Oneok in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Oneok position peaked at $20K in Q2 2019.
  • 929 funds tracked by Wall St. Rank held Oneok as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.