Personal Wealth Partners’s Oneok OKE Stock Holding History

Personal Wealth Partners’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
2020 Q1	–	Sell	-226	Closed	-$17K	–	434
2019 Q4	$17K	Hold	226	–	–	0.01%	206
2019 Q3	$17K	Buy	226 +29	+15%	+$2.05K	0.01%	211
2019 Q2	$14K	Buy	+197	New	+$13.3K	0.01%	198

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Personal Wealth Partners's OKE Position: Q1 2020 in Review

Personal Wealth Partners sold out of Oneok (OKE) in Q1 2020, closing a stake of 226 shares — an estimated $17K sold.

Personal Wealth Partners first reported a position in OKE in Q2 2019 and held it in 3 quarters. The position peaked at $17K in Q4 2019. 730 funds tracked by Wall St. Rank hold OKE as of Q1 2020.

Personal Wealth Partners reported no remaining Oneok position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 226 Oneok shares in Q1 2020, an estimated $17K.
Personal Wealth Partners first reported a position in Oneok in Q2 2019 and held it in 3 quarters.
Personal Wealth Partners's Oneok position peaked at $17K in Q4 2019.
730 funds tracked by Wall St. Rank held Oneok as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.