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Gupta Wealth Management’s Oneok OKE Stock Holding History

Gupta 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
2016
Q1 		– Sell
-52
Closed -$1K – 1245
2015
Q4 		$1K Sell
52
-10,128
-99% -$304K ﹤0.01% 1202
2015
Q3 		$328K Buy
10,180
+30
+0.3% +$1.09K 0.08% 179
2015
Q2 		$401K Hold
10,150
– – 0.1% 171
2015
Q1 		$490K Buy
+10,150
New +$464K 0.14% 129

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
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
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Gupta Wealth Management's OKE Position: Q1 2016 in Review

Gupta Wealth Management sold out of Oneok (OKE) in Q1 2016, closing a stake of 52 shares — an estimated $1K sold.

Gupta Wealth Management first reported a position in OKE in Q1 2015 and held it in 4 quarters. The position peaked at $490K in Q1 2015. 440 funds tracked by Wall St. Rank hold OKE as of Q1 2016.

  • Gupta Wealth Management reported no remaining Oneok position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 52 Oneok shares in Q1 2016, an estimated $1K.
  • Gupta Wealth Management first reported a position in Oneok in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's Oneok position peaked at $490K in Q1 2015.
  • 440 funds tracked by Wall St. Rank held Oneok as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.