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Laurel Wealth Advisors (North Carolina)’s Oneok OKE Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2020
Q1 		– Sell
-25
Closed -$2K – 549
2019
Q4 		$2K Hold
25
– – ﹤0.01% 496
2019
Q3 		$2K Buy
+25
New +$1.77K ﹤0.01% 480

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State Street
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s OKE Position: Q1 2020 in Review

Laurel Wealth Advisors (North Carolina) sold out of Oneok (OKE) in Q1 2020, closing a stake of 25 shares — an estimated $2K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in OKE in Q3 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 730 funds tracked by Wall St. Rank hold OKE as of Q1 2020.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Oneok position as of Q1 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 25 Oneok shares in Q1 2020, an estimated $2K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Oneok in Q3 2019 and held it in 2 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Oneok position peaked at $2K in Q4 2019.
  • 730 funds tracked by Wall St. Rank held Oneok as of Q1 2020.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2020, filed 30 Apr 2020.