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Summit Financial Wealth Advisors’s OGE Energy OGE Stock Holding History

Summit Financial Wealth Advisors’s Portfolio OGE Stock Details OGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-600
Closed -$16K – 188
2015
Q3 		$16K Hold
600
– – 0.01% 170
2015
Q2 		$17K Hold
600
– – 0.01% 207
2015
Q1 		$19K Hold
600
– – 0.01% 172
2014
Q4 		$21K Buy
+600
New +$21.7K 0.01% 161

Other funds holding OGE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Summit Financial Wealth Advisors's OGE Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of OGE Energy (OGE) in Q4 2015, closing a stake of 600 shares — an estimated $16K sold.

Summit Financial Wealth Advisors first reported a position in OGE in Q4 2014 and held it in 4 quarters. The position peaked at $21K in Q4 2014. 338 funds tracked by Wall St. Rank hold OGE as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining OGE Energy position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 600 OGE Energy shares in Q4 2015, an estimated $16K.
  • Summit Financial Wealth Advisors first reported a position in OGE Energy in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's OGE Energy position peaked at $21K in Q4 2014.
  • 338 funds tracked by Wall St. Rank held OGE Energy as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.