MPS Loria Financial Planners’s Oneok OKE Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-450	Closed	-$22K	–	431
2021 Q1	$22K	Buy	450 +405	+900%	+$18.4K	0.01%	232
2020 Q4	$2K	Buy	+45	New	+$1.51K	﹤0.01%	481
2017 Q3	–	Sell	-250	Closed	-$13K	–	260
2017 Q2	$13K	Buy	+250	New	+$12.9K	0.01%	273

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MPS Loria Financial Planners's OKE Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Oneok (OKE) in Q2 2021, closing a stake of 450 shares — an estimated $22K sold.

MPS Loria Financial Planners first reported a position in OKE in Q2 2017 and held it in 3 quarters. The position peaked at $22K in Q1 2021. 882 funds tracked by Wall St. Rank hold OKE as of Q2 2021.

MPS Loria Financial Planners reported no remaining Oneok position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 450 Oneok shares in Q2 2021, an estimated $22K.
MPS Loria Financial Planners first reported a position in Oneok in Q2 2017 and held it in 3 quarters.
MPS Loria Financial Planners's Oneok position peaked at $22K in Q1 2021.
882 funds tracked by Wall St. Rank held Oneok as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.