Taylor Wealth Management Partners’s Oneok OKE Stock Holding History

Taylor Wealth Management Partners’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
2017 Q4	–	Sell	-400	Closed	-$22K	–	159
2017 Q3	$22K	Hold	400	–	–	0.01%	112
2017 Q2	$21K	Hold	400	–	–	0.01%	114
2017 Q1	$22K	Hold	400	–	–	0.01%	114
2016 Q4	$23K	Sell	400 -200	-33%	-$10.5K	0.01%	114
2016 Q3	$31K	Hold	600	–	–	0.01%	100
2016 Q2	$28K	Hold	600	–	–	0.01%	98
2016 Q1	$18K	Buy	+600	New	+$14.8K	0.01%	103

Other funds holding OKE

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

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

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

TCA

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

KACA

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

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

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

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Taylor Wealth Management Partners's OKE Position: Q4 2017 in Review

Taylor Wealth Management Partners sold out of Oneok (OKE) in Q4 2017, closing a stake of 400 shares — an estimated $22K sold.

Taylor Wealth Management Partners first reported a position in OKE in Q1 2016 and held it in 7 quarters. The position peaked at $31K in Q3 2016. 789 funds tracked by Wall St. Rank hold OKE as of Q4 2017.

Taylor Wealth Management Partners reported no remaining Oneok position as of Q4 2017 after selling out during the quarter.
Taylor Wealth Management Partners sold 400 Oneok shares in Q4 2017, an estimated $22K.
Taylor Wealth Management Partners first reported a position in Oneok in Q1 2016 and held it in 7 quarters.
Taylor Wealth Management Partners's Oneok position peaked at $31K in Q3 2016.
789 funds tracked by Wall St. Rank held Oneok as of Q4 2017.

Based on Taylor Wealth Management Partners's 13F filing for Q4 2017, filed 1 Feb 2018.