Great Point Wealth Advisors’s Oneok OKE Stock Holding History

Great Point Wealth Advisors’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 Q1	–	Sell	-6,055	Closed	-$458K	–	48
2019 Q4	$458K	Buy	6,055 +54	+0.9%	+$3.86K	0.28%	31
2019 Q3	$442K	Buy	6,001 +54	+0.9%	+$3.82K	0.3%	29
2019 Q2	$409K	Sell	5,947 -2,007	-25%	-$135K	0.33%	31
2019 Q1	$555K	Buy	7,954 +80	+1%	+$5.18K	0.47%	25
2018 Q4	$424K	Buy	+7,874	New	+$489K	0.4%	28

Other funds holding OKE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Great Point Wealth Advisors's OKE Position: Q1 2020 in Review

Great Point Wealth Advisors sold out of Oneok (OKE) in Q1 2020, closing a stake of 6,055 shares — an estimated $458K sold.

Great Point Wealth Advisors first reported a position in OKE in Q4 2018 and held it in 5 quarters. The position peaked at $555K in Q1 2019. 730 funds tracked by Wall St. Rank hold OKE as of Q1 2020.

Great Point Wealth Advisors reported no remaining Oneok position as of Q1 2020 after selling out during the quarter.
Great Point Wealth Advisors sold 6,055 Oneok shares in Q1 2020, an estimated $458K.
Great Point Wealth Advisors first reported a position in Oneok in Q4 2018 and held it in 5 quarters.
Great Point Wealth Advisors's Oneok position peaked at $555K in Q1 2019.
730 funds tracked by Wall St. Rank held Oneok as of Q1 2020.

Based on Great Point Wealth Advisors's 13F filing for Q1 2020, filed 13 May 2020.