Simply Money Advisors’s Oneok OKE Stock Holding History

Simply Money 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
2013 Q3	–	Sell	-79	Closed	-$3K	–	291
2013 Q2	$3K	Buy	+79	New	+$3.25K	﹤0.01%	353

Other funds holding OKE

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Simply Money Advisors's OKE Position: Q3 2013 in Review

Simply Money Advisors sold out of Oneok (OKE) in Q3 2013, closing a stake of 79 shares — an estimated $3K sold.

Simply Money Advisors first reported a position in OKE in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 446 funds tracked by Wall St. Rank hold OKE as of Q3 2013.

Simply Money Advisors reported no remaining Oneok position as of Q3 2013 after selling out during the quarter.
Simply Money Advisors sold 79 Oneok shares in Q3 2013, an estimated $3K.
Simply Money Advisors first reported a position in Oneok in Q2 2013 and held it in 1 quarter.
Simply Money Advisors's Oneok position peaked at $3K in Q2 2013.
446 funds tracked by Wall St. Rank held Oneok as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.