Pacific Sun Financial’s Oneok OKE Stock Holding History

Pacific Sun Financial’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
2018 Q1	–	Sell	-5,892	Closed	-$315K	–	172
2017 Q4	$315K	Buy	+5,892	New	+$314K	0.17%	106

Other funds holding OKE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Pacific Sun Financial's OKE Position: Q1 2018 in Review

Pacific Sun Financial sold out of Oneok (OKE) in Q1 2018, closing a stake of 5,892 shares — an estimated $315K sold.

Pacific Sun Financial first reported a position in OKE in Q4 2017 and held it in 1 quarter. The position peaked at $315K in Q4 2017. 801 funds tracked by Wall St. Rank hold OKE as of Q1 2018.

Pacific Sun Financial reported no remaining Oneok position as of Q1 2018 after selling out during the quarter.
Pacific Sun Financial sold 5,892 Oneok shares in Q1 2018, an estimated $315K.
Pacific Sun Financial first reported a position in Oneok in Q4 2017 and held it in 1 quarter.
Pacific Sun Financial's Oneok position peaked at $315K in Q4 2017.
801 funds tracked by Wall St. Rank held Oneok as of Q1 2018.

Based on Pacific Sun Financial's 13F filing for Q1 2018, filed 14 May 2018.