JOYN Advisors’s Oneok OKE Stock Holding History

JOYN 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
2019 Q1	–	Sell	-239	Closed	-$13K	–	990
2018 Q4	$13K	Sell	239 -191	-44%	-$11.9K	﹤0.01%	861
2018 Q3	$29K	Sell	430 -18	-4%	-$1.23K	0.01%	559
2018 Q2	$31K	Buy	448 +81	+22%	+$5.21K	0.01%	542
2018 Q1	$21K	Buy	+367	New	+$21.1K	﹤0.01%	661

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 $3.38T AUM 44.17% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

JOYN Advisors's OKE Position: Q1 2019 in Review

JOYN Advisors sold out of Oneok (OKE) in Q1 2019, closing a stake of 239 shares — an estimated $13K sold.

JOYN Advisors first reported a position in OKE in Q1 2018 and held it in 4 quarters. The position peaked at $31K in Q2 2018. 899 funds tracked by Wall St. Rank hold OKE as of Q1 2019.

JOYN Advisors reported no remaining Oneok position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 239 Oneok shares in Q1 2019, an estimated $13K.
JOYN Advisors first reported a position in Oneok in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Oneok position peaked at $31K in Q2 2018.
899 funds tracked by Wall St. Rank held Oneok as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.