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Mariner Wealth Advisors (Cincinnati)’s Oneok OKE Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
Q3 		$2.32M Sell
34,165
-4,107
-11% -$281K 0.13% 107
2018
Q2 		$2.67M Buy
38,272
+2,462
+7% +$158K 0.16% 89
2018
Q1 		$2.04M Buy
35,810
+1,359
+4% +$78K 0.13% 96
2017
Q4 		$1.84M Sell
34,451
-3,476
-9% -$186K 0.11% 94
2017
Q3 		$2.1M Buy
37,927
+16,577
+78% +$896K 0.14% 93
2017
Q2 		$1.11M Sell
21,350
-210
-1% -$10.9K 0.08% 116
2017
Q1 		$1.2M Sell
21,560
-2,200
-9% -$121K 0.09% 113
2016
Q4 		$1.36M Buy
23,760
+2,500
+12% +$131K 0.11% 108
2016
Q3 		$1.09M Sell
21,260
-4,518
-18% -$214K 0.09% 113
2016
Q2 		$1.22M Sell
25,778
-832
-3% -$33K 0.11% 109
2016
Q1 		$795K Buy
+26,610
New +$655K 0.08% 120
2014
Q4 		– Sell
-5,910
Closed -$387K – 182
2014
Q3 		$387K Hold
5,910
– – 0.06% 124
2014
Q2 		$402K Sell
5,910
-800
-12% -$50.6K 0.06% 110
2014
Q1 		$398K Sell
6,710
-75
-1% -$4.39K 0.06% 101
2013
Q4 		$369K Buy
+6,785
New +$340K 0.06% 105

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

Mariner Wealth Advisors (Cincinnati)'s OKE Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its Oneok (OKE) stake by 11% in Q3 2018, selling an estimated $281K and leaving 34,165 shares worth $2.32M. The position accounts for 0.13% of the portfolio, ranked #107.

Mariner Wealth Advisors (Cincinnati) first reported a position in OKE in Q4 2013 and has held it in 15 quarters since. The position peaked at $2.67M in Q2 2018. 868 funds tracked by Wall St. Rank hold OKE as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 34,165 shares of Oneok worth $2.32M as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) sold 4,107 Oneok shares in Q3 2018, an estimated $281K.
  • Oneok made up 0.13% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #107 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Oneok in Q4 2013 and has held it in 15 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s Oneok position peaked at $2.67M in Q2 2018.
  • 868 funds tracked by Wall St. Rank held Oneok as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.