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Integrated Wealth Management (Palm Desert)’s Oneok OKE Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q4 		– Sell
-400
Closed -$21K – 769
2016
Q3 		$21K Hold
400
– – 0.01% 589
2016
Q2 		$19K Sell
400
-50
-11% -$1.98K 0.01% 604
2016
Q1 		$13K Hold
450
– – 0.01% 654
2015
Q4 		$11K Hold
450
– – ﹤0.01% 746
2015
Q3 		$14K Hold
450
– – 0.01% 677
2015
Q2 		$18K Hold
450
– – 0.01% 642
2015
Q1 		$21K Buy
+450
New +$20.6K 0.01% 559

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Integrated Wealth Management (Palm Desert)'s OKE Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Oneok (OKE) in Q4 2016, closing a stake of 400 shares — an estimated $21K sold.

Integrated Wealth Management (Palm Desert) first reported a position in OKE in Q1 2015 and held it in 7 quarters. The position peaked at $21K in Q3 2016. 579 funds tracked by Wall St. Rank hold OKE as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Oneok position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 400 Oneok shares in Q4 2016, an estimated $21K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Oneok in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Oneok position peaked at $21K in Q3 2016.
  • 579 funds tracked by Wall St. Rank held Oneok as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.