LWM
OKE icon

Loveless Wealth Management’s Oneok OKE Stock Holding History

Loveless Wealth Management’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
Q3 		– Sell
-7,233
Closed -$240K – 115
2020
Q2 		$240K Buy
+7,233
New +$236K 0.22% 99
2020
Q1 		– Sell
-6,713
Closed -$514K – 110
2019
Q4 		$514K Buy
+6,713
New +$480K 0.44% 66

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Loveless Wealth Management's OKE Position: Q3 2020 in Review

Loveless Wealth Management sold out of Oneok (OKE) in Q3 2020, closing a stake of 7,233 shares — an estimated $240K sold.

Loveless Wealth Management first reported a position in OKE in Q4 2019 and held it in 2 quarters. The position peaked at $514K in Q4 2019. 696 funds tracked by Wall St. Rank hold OKE as of Q3 2020.

  • Loveless Wealth Management reported no remaining Oneok position as of Q3 2020 after selling out during the quarter.
  • Loveless Wealth Management sold 7,233 Oneok shares in Q3 2020, an estimated $240K.
  • Loveless Wealth Management first reported a position in Oneok in Q4 2019 and held it in 2 quarters.
  • Loveless Wealth Management's Oneok position peaked at $514K in Q4 2019.
  • 696 funds tracked by Wall St. Rank held Oneok as of Q3 2020.

Based on Loveless Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.