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Integrated Wealth Management (Palm Desert)’s OGE Energy OGE Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio OGE Stock Details OGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-200
Closed -$5K – 1359
2015
Q3 		$5K Hold
200
– – ﹤0.01% 943
2015
Q2 		$6K Hold
200
– – ﹤0.01% 915
2015
Q1 		$6K Buy
+200
New +$6.71K ﹤0.01% 897

Other funds holding OGE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s OGE Position: Q4 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of OGE Energy (OGE) in Q4 2015, closing a stake of 200 shares — an estimated $5K sold.

Integrated Wealth Management (Palm Desert) first reported a position in OGE in Q1 2015 and held it in 3 quarters. The position peaked at $6K in Q2 2015. 338 funds tracked by Wall St. Rank hold OGE as of Q4 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining OGE Energy position as of Q4 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 200 OGE Energy shares in Q4 2015, an estimated $5K.
  • Integrated Wealth Management (Palm Desert) first reported a position in OGE Energy in Q1 2015 and held it in 3 quarters.
  • Integrated Wealth Management (Palm Desert)'s OGE Energy position peaked at $6K in Q2 2015.
  • 338 funds tracked by Wall St. Rank held OGE Energy as of Q4 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2015, filed 25 Jan 2016.