SWS Partners’s OGE Energy OGE Stock Holding History

SWS Partners’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
2018 Q2	–	Sell	-214	Closed	-$7K	–	241
2018 Q1	$7K	Hold	214	–	–	0.01%	287
2017 Q4	$7K	Buy	+214	New	+$7.56K	0.01%	291

Other funds holding OGE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

SWS Partners's OGE Position: Q2 2018 in Review

SWS Partners sold out of OGE Energy (OGE) in Q2 2018, closing a stake of 214 shares — an estimated $7K sold.

SWS Partners first reported a position in OGE in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 424 funds tracked by Wall St. Rank hold OGE as of Q2 2018.

SWS Partners reported no remaining OGE Energy position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 214 OGE Energy shares in Q2 2018, an estimated $7K.
SWS Partners first reported a position in OGE Energy in Q4 2017 and held it in 2 quarters.
SWS Partners's OGE Energy position peaked at $7K in Q1 2018.
424 funds tracked by Wall St. Rank held OGE Energy as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.