River Wealth Advisors’s Oneok OKE Stock Holding History

River 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 Q1	–	Sell	-219	Closed	-$12K	–	377
2018 Q4	$12K	Hold	219	–	–	0.01%	399
2018 Q3	$15K	Hold	219	–	–	0.01%	408
2018 Q2	$15K	Buy	+219	New	+$14.1K	0.01%	401

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 $3.37T 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 New York $150B AUM 40.08% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

River Wealth Advisors's OKE Position: Q1 2019 in Review

River Wealth Advisors sold out of Oneok (OKE) in Q1 2019, closing a stake of 219 shares — an estimated $12K sold.

River Wealth Advisors first reported a position in OKE in Q2 2018 and held it in 3 quarters. The position peaked at $15K in Q3 2018. 899 funds tracked by Wall St. Rank hold OKE as of Q1 2019.

River Wealth Advisors reported no remaining Oneok position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 219 Oneok shares in Q1 2019, an estimated $12K.
River Wealth Advisors first reported a position in Oneok in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's Oneok position peaked at $15K in Q3 2018.
899 funds tracked by Wall St. Rank held Oneok as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.