Fusion Family Wealth’s Oneok OKE Stock Holding History

Fusion Family Wealth’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
2017 Q2	–	Sell	-57	Closed	-$3K	–	308
2017 Q1	$3K	Sell	57 -569	-91%	-$31.3K	﹤0.01%	253
2016 Q4	$35K	Buy	+626	New	+$32.8K	0.02%	149

Other funds holding OKE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Fusion Family Wealth's OKE Position: Q2 2017 in Review

Fusion Family Wealth sold out of Oneok (OKE) in Q2 2017, closing a stake of 57 shares — an estimated $3K sold.

Fusion Family Wealth first reported a position in OKE in Q4 2016 and held it in 2 quarters. The position peaked at $35K in Q4 2016. 616 funds tracked by Wall St. Rank hold OKE as of Q2 2017.

Fusion Family Wealth reported no remaining Oneok position as of Q2 2017 after selling out during the quarter.
Fusion Family Wealth sold 57 Oneok shares in Q2 2017, an estimated $3K.
Fusion Family Wealth first reported a position in Oneok in Q4 2016 and held it in 2 quarters.
Fusion Family Wealth's Oneok position peaked at $35K in Q4 2016.
616 funds tracked by Wall St. Rank held Oneok as of Q2 2017.

Based on Fusion Family Wealth's 13F filing for Q2 2017, filed 7 Aug 2017.