McKinley Carter Wealth Services’s Oneok OKE Stock Holding History

McKinley Carter Wealth Services’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	-3,089	Closed	-$234K	–	166
2019 Q4	$234K	Sell	3,089 -416	-12%	-$29.7K	0.05%	148
2019 Q3	$258K	Buy	+3,505	New	+$248K	0.07%	143
2018 Q2	–	Sell	-2,606	Closed	-$148K	–	311
2018 Q1	$148K	Buy	+2,606	New	+$150K	0.05%	183

Other funds holding OKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

McKinley Carter Wealth Services's OKE Position: Q1 2020 in Review

McKinley Carter Wealth Services sold out of Oneok (OKE) in Q1 2020, closing a stake of 3,089 shares — an estimated $234K sold.

McKinley Carter Wealth Services first reported a position in OKE in Q1 2018 and held it in 3 quarters. The position peaked at $258K in Q3 2019. 730 funds tracked by Wall St. Rank hold OKE as of Q1 2020.

McKinley Carter Wealth Services reported no remaining Oneok position as of Q1 2020 after selling out during the quarter.
McKinley Carter Wealth Services sold 3,089 Oneok shares in Q1 2020, an estimated $234K.
McKinley Carter Wealth Services first reported a position in Oneok in Q1 2018 and held it in 3 quarters.
McKinley Carter Wealth Services's Oneok position peaked at $258K in Q3 2019.
730 funds tracked by Wall St. Rank held Oneok as of Q1 2020.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2020, filed 1 May 2020.