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Litman Gregory Wealth Management’s OGE Energy OGE Stock Holding History

Litman Gregory Wealth Management’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
2019
Q4 		– Sell
-130
Closed -$6K – 254
2019
Q3 		$6K Sell
130
-130
-50% -$5.63K ﹤0.01% 151
2019
Q2 		$11K Buy
+260
New +$11K ﹤0.01% 155

Other funds holding OGE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Litman Gregory Wealth Management's OGE Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of OGE Energy (OGE) in Q4 2019, closing a stake of 130 shares — an estimated $6K sold.

Litman Gregory Wealth Management first reported a position in OGE in Q2 2019 and held it in 2 quarters. The position peaked at $11K in Q2 2019. 469 funds tracked by Wall St. Rank hold OGE as of Q4 2019.

  • Litman Gregory Wealth Management reported no remaining OGE Energy position as of Q4 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 130 OGE Energy shares in Q4 2019, an estimated $6K.
  • Litman Gregory Wealth Management first reported a position in OGE Energy in Q2 2019 and held it in 2 quarters.
  • Litman Gregory Wealth Management's OGE Energy position peaked at $11K in Q2 2019.
  • 469 funds tracked by Wall St. Rank held OGE Energy as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.