Squar Milner Financial Services’s Oneok OKE Stock Holding History

Squar Milner Financial 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 Q2	–	Sell	-1,531	Closed	-$33K	–	544
2020 Q1	$33K	Buy	1,531 +9	+0.6%	+$548	0.02%	397
2019 Q4	$115K	Buy	+1,522	New	+$109K	0.06%	297
2019 Q3	–	Sell	-2,504	Closed	-$172K	–	553
2019 Q2	$172K	Sell	2,504 -20	-0.8%	-$1.35K	0.12%	185
2019 Q1	$176K	Buy	2,524 +1,434	+132%	+$92.9K	0.13%	180
2018 Q4	$59K	Sell	1,090 -15	-1%	-$932	0.06%	272
2018 Q3	$75K	Hold	1,105	–	–	0.07%	261
2018 Q2	$77K	Buy	+1,105	New	+$71.1K	0.07%	278

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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Squar Milner Financial Services's OKE Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Oneok (OKE) in Q2 2020, closing a stake of 1,531 shares — an estimated $33K sold.

Squar Milner Financial Services first reported a position in OKE in Q2 2018 and held it in 7 quarters. The position peaked at $176K in Q1 2019. 759 funds tracked by Wall St. Rank hold OKE as of Q2 2020.

Squar Milner Financial Services reported no remaining Oneok position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,531 Oneok shares in Q2 2020, an estimated $33K.
Squar Milner Financial Services first reported a position in Oneok in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Oneok position peaked at $176K in Q1 2019.
759 funds tracked by Wall St. Rank held Oneok as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.