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Outlook Wealth Advisors’s Oneok OKE Stock Holding History

Outlook Wealth 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
2019
Q2 		– Sell
-3,682
Closed -$257K – 156
2019
Q1 		$257K Sell
3,682
-3,268
-47% -$212K 0.21% 124
2018
Q4 		$375K Buy
+6,950
New +$432K 0.17% 131

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 $3.38T AUM 44.17% 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

Outlook Wealth Advisors's OKE Position: Q2 2019 in Review

Outlook Wealth Advisors sold out of Oneok (OKE) in Q2 2019, closing a stake of 3,682 shares — an estimated $257K sold.

Outlook Wealth Advisors first reported a position in OKE in Q4 2018 and held it in 2 quarters. The position peaked at $375K in Q4 2018. 891 funds tracked by Wall St. Rank hold OKE as of Q2 2019.

  • Outlook Wealth Advisors reported no remaining Oneok position as of Q2 2019 after selling out during the quarter.
  • Outlook Wealth Advisors sold 3,682 Oneok shares in Q2 2019, an estimated $257K.
  • Outlook Wealth Advisors first reported a position in Oneok in Q4 2018 and held it in 2 quarters.
  • Outlook Wealth Advisors's Oneok position peaked at $375K in Q4 2018.
  • 891 funds tracked by Wall St. Rank held Oneok as of Q2 2019.

Based on Outlook Wealth Advisors's 13F filing for Q2 2019, filed 15 Aug 2019.