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Mountain Capital Investment Advisors’s Oneok OKE Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-235
Closed -$13K – 306
2017
Q3 		$13K Buy
+235
New +$12.7K 0.01% 241

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Mountain Capital Investment Advisors's OKE Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Oneok (OKE) in Q4 2017, closing a stake of 235 shares — an estimated $13K sold.

Mountain Capital Investment Advisors first reported a position in OKE in Q3 2017 and held it in 1 quarter. The position peaked at $13K in Q3 2017. 789 funds tracked by Wall St. Rank hold OKE as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Oneok position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 235 Oneok shares in Q4 2017, an estimated $13K.
  • Mountain Capital Investment Advisors first reported a position in Oneok in Q3 2017 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's Oneok position peaked at $13K in Q3 2017.
  • 789 funds tracked by Wall St. Rank held Oneok as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.