KIA
OGE icon

KCM Investment Advisors’s OGE Energy OGE Stock Holding History

KCM Investment Advisors’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
2014
Q3 		– Sell
-6,400
Closed -$250K – 506
2014
Q2 		$250K Hold
6,400
– – 0.02% 434
2014
Q1 		$235K Sell
6,400
-850
-12% -$29.7K 0.02% 415
2013
Q4 		$246K Hold
7,250
– – 0.03% 398
2013
Q3 		$262K Sell
7,250
-500
-6% -$18.1K 0.03% 384
2013
Q2 		$264K Buy
+7,750
New +$270K 0.03% 375

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

KCM Investment Advisors's OGE Position: Q3 2014 in Review

KCM Investment Advisors sold out of OGE Energy (OGE) in Q3 2014, closing a stake of 6,400 shares — an estimated $250K sold.

KCM Investment Advisors first reported a position in OGE in Q2 2013 and held it in 5 quarters. The position peaked at $264K in Q2 2013. 326 funds tracked by Wall St. Rank hold OGE as of Q3 2014.

  • KCM Investment Advisors reported no remaining OGE Energy position as of Q3 2014 after selling out during the quarter.
  • KCM Investment Advisors sold 6,400 OGE Energy shares in Q3 2014, an estimated $250K.
  • KCM Investment Advisors first reported a position in OGE Energy in Q2 2013 and held it in 5 quarters.
  • KCM Investment Advisors's OGE Energy position peaked at $264K in Q2 2013.
  • 326 funds tracked by Wall St. Rank held OGE Energy as of Q3 2014.

Based on KCM Investment Advisors's 13F filing for Q3 2014, filed 10 Nov 2014.