Kaizen Advisory’s Oneok OKE Stock Holding History

Kaizen Advisory’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
2018 Q4	$60K	Buy	1,121 +165	+17%	+$10.2K	0.04%	294
2018 Q3	$65K	Hold	956	–	–	0.03%	294
2018 Q2	$67K	Buy	956 +605	+172%	+$38.9K	0.03%	286
2018 Q1	$20K	Hold	351	–	–	0.02%	338
2017 Q4	$19K	Buy	+351	New	+$18.7K	0.01%	342

Other funds holding OKE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kaizen Advisory's OKE Position: Q4 2018 in Review

Kaizen Advisory increased its Oneok (OKE) stake by 17% in Q4 2018, buying an estimated $10.2K and bringing the position to 1,121 shares worth $60K. The position accounts for 0.04% of the portfolio, ranked #294.

Kaizen Advisory first reported a position in OKE in Q4 2017 and has held it in 5 quarters since. The position peaked at $67K in Q2 2018. 868 funds tracked by Wall St. Rank hold OKE as of Q4 2018.

Kaizen Advisory held 1,121 shares of Oneok worth $60K as of Q4 2018.
Kaizen Advisory bought 165 Oneok shares in Q4 2018, an estimated $10.2K.
Oneok made up 0.04% of Kaizen Advisory's portfolio in Q4 2018, its #294 holding.
Kaizen Advisory first reported a position in Oneok in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Oneok position peaked at $67K in Q2 2018.
868 funds tracked by Wall St. Rank held Oneok as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.