First Western Capital Management’s Oneok OKE Stock Holding History

First Western Capital 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 Q4	–	Sell	-25,288	Closed	-$1.66M	–	136
2014 Q3	$1.66M	Sell	25,288 -1,553	-6%	-$104K	0.49%	79
2014 Q2	$1.83M	Sell	26,841 -1,264	-4%	-$80K	0.6%	67
2014 Q1	$1.67M	Sell	28,105 -2,873	-9%	-$168K	0.59%	61
2013 Q4	$1.69M	Buy	+30,978	New	+$1.55M	0.58%	62

Other funds holding OKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

First Western Capital Management's OKE Position: Q4 2014 in Review

First Western Capital Management sold out of Oneok (OKE) in Q4 2014, closing a stake of 25,288 shares — an estimated $1.66M sold.

First Western Capital Management first reported a position in OKE in Q4 2013 and held it in 4 quarters. The position peaked at $1.83M in Q2 2014. 508 funds tracked by Wall St. Rank hold OKE as of Q4 2014.

First Western Capital Management reported no remaining Oneok position as of Q4 2014 after selling out during the quarter.
First Western Capital Management sold 25,288 Oneok shares in Q4 2014, an estimated $1.66M.
First Western Capital Management first reported a position in Oneok in Q4 2013 and held it in 4 quarters.
First Western Capital Management's Oneok position peaked at $1.83M in Q2 2014.
508 funds tracked by Wall St. Rank held Oneok as of Q4 2014.

Based on First Western Capital Management's 13F filing for Q4 2014, filed 3 Feb 2015.