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Global Wealth Management Investment Advisory’s Oneok OKE Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q3 		– Sell
-8
Closed – – 568
2020
Q2 		$0 Hold
8
– – ﹤0.01% 650
2020
Q1 		$0 Sell
8
-7
-47% -$427 ﹤0.01% 642
2019
Q4 		$1K Buy
15
+7
+88% +$500 ﹤0.01% 565
2019
Q3 		$1K Sell
8
-50
-86% -$3.54K ﹤0.01% 592
2019
Q2 		$4K Buy
58
+47
+427% +$3.17K ﹤0.01% 470
2019
Q1 		$1K Sell
11
-82
-88% -$5.31K ﹤0.01% 637
2018
Q4 		$5K Buy
+93
New +$5.78K ﹤0.01% 488

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Global Wealth Management Investment Advisory's OKE Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Oneok (OKE) in Q3 2020, closing a stake of 8 shares.

Global Wealth Management Investment Advisory first reported a position in OKE in Q4 2018 and held it in 7 quarters. The position peaked at $5K in Q4 2018. 697 funds tracked by Wall St. Rank hold OKE as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining Oneok position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 8 Oneok shares in Q3 2020.
  • Global Wealth Management Investment Advisory first reported a position in Oneok in Q4 2018 and held it in 7 quarters.
  • Global Wealth Management Investment Advisory's Oneok position peaked at $5K in Q4 2018.
  • 697 funds tracked by Wall St. Rank held Oneok as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.