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Omnia Family Wealth’s Oneok OKE Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-60
Closed -$4K – 391
2019
Q1 		$4K Hold
60
– – ﹤0.01% 351
2018
Q4 		$3K Buy
+60
New +$3.73K ﹤0.01% 352
2017
Q3 		– Sell
-54
Closed -$3K – 663
2017
Q2 		$3K Hold
54
– – ﹤0.01% 520
2017
Q1 		$3K Hold
54
– – ﹤0.01% 519
2016
Q4 		$3K Buy
+54
New +$2.83K ﹤0.01% 526

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Omnia Family Wealth's OKE Position: Q2 2019 in Review

Omnia Family Wealth sold out of Oneok (OKE) in Q2 2019, closing a stake of 60 shares — an estimated $4K sold.

Omnia Family Wealth first reported a position in OKE in Q4 2016 and held it in 5 quarters. The position peaked at $4K in Q1 2019. 891 funds tracked by Wall St. Rank hold OKE as of Q2 2019.

  • Omnia Family Wealth reported no remaining Oneok position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 60 Oneok shares in Q2 2019, an estimated $4K.
  • Omnia Family Wealth first reported a position in Oneok in Q4 2016 and held it in 5 quarters.
  • Omnia Family Wealth's Oneok position peaked at $4K in Q1 2019.
  • 891 funds tracked by Wall St. Rank held Oneok as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.