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Tiedemann Advisors’s OGE Energy OGE Stock Holding History

Tiedemann 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
2017
Q4 		– Sell
-29,557
Closed -$934K – 306
2017
Q3 		$934K Sell
29,557
-2,475
-8% -$88.3K 0.08% 153
2017
Q2 		$1.11M Sell
32,032
-1,039
-3% -$36.3K 0.08% 198
2017
Q1 		$1.16M Buy
33,071
+3,415
+12% +$119K 0.1% 172
2016
Q4 		$992K Buy
+29,656
New +$936K 0.1% 152

Other funds holding OGE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Tiedemann Advisors's OGE Position: Q4 2017 in Review

Tiedemann Advisors sold out of OGE Energy (OGE) in Q4 2017, closing a stake of 29,557 shares — an estimated $934K sold.

Tiedemann Advisors first reported a position in OGE in Q4 2016 and held it in 4 quarters. The position peaked at $1.16M in Q1 2017. 409 funds tracked by Wall St. Rank hold OGE as of Q4 2017.

  • Tiedemann Advisors reported no remaining OGE Energy position as of Q4 2017 after selling out during the quarter.
  • Tiedemann Advisors sold 29,557 OGE Energy shares in Q4 2017, an estimated $934K.
  • Tiedemann Advisors first reported a position in OGE Energy in Q4 2016 and held it in 4 quarters.
  • Tiedemann Advisors's OGE Energy position peaked at $1.16M in Q1 2017.
  • 409 funds tracked by Wall St. Rank held OGE Energy as of Q4 2017.

Based on Tiedemann Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.