Shine Investment Advisory Services’s Oneok OKE Stock Holding History

Shine Investment Advisory Services’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 Q3	$17K	Sell	649 -102	-14%	-$2.84K	0.01%	472
2020 Q2	$25K	Buy	751 +102	+16%	+$3.32K	0.01%	425
2020 Q1	$14K	Hold	649	–	–	0.01%	474
2019 Q4	$49K	Sell	649 -7	-1%	-$500	0.02%	328
2019 Q3	$48K	Hold	656	–	–	0.02%	314
2019 Q2	$45K	Hold	656	–	–	0.02%	323
2019 Q1	$46K	Buy	656 +7	+1%	+$453	0.02%	316
2018 Q4	$35K	Hold	649	–	–	0.02%	334
2018 Q3	$44K	Hold	649	–	–	0.02%	321
2018 Q2	$45K	Hold	649	–	–	0.02%	332
2018 Q1	$37K	Buy	649 +426	+191%	+$24.4K	0.02%	361
2017 Q4	$12K	Hold	223	–	–	0.01%	512
2017 Q3	$12K	Hold	223	–	–	0.01%	509
2017 Q2	$12K	Buy	+223	New	+$11.5K	0.01%	493

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Shine Investment Advisory Services's OKE Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Oneok (OKE) stake by 14% in Q3 2020, selling an estimated $2.84K and leaving 649 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #472.

Shine Investment Advisory Services first reported a position in OKE in Q2 2017 and has held it in 14 quarters since. The position peaked at $49K in Q4 2019. 697 funds tracked by Wall St. Rank hold OKE as of Q3 2020.

Shine Investment Advisory Services held 649 shares of Oneok worth $17K as of Q3 2020.
Shine Investment Advisory Services sold 102 Oneok shares in Q3 2020, an estimated $2.84K.
Oneok made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #472 holding.
Shine Investment Advisory Services first reported a position in Oneok in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Oneok position peaked at $49K in Q4 2019.
697 funds tracked by Wall St. Rank held Oneok as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.