Triangle Securities Wealth Management’s Oneok OKE Stock Holding History

Triangle Securities Wealth Management’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
2015 Q4	–	Sell	-7,207	Closed	-$232K	–	131
2015 Q3	$232K	Sell	7,207 -1,310	-15%	-$47.8K	0.18%	120
2015 Q2	$336K	Buy	8,517 +160	+2%	+$7.1K	0.24%	103
2015 Q1	$403K	Hold	8,357	–	–	0.28%	97
2014 Q4	$416K	Sell	8,357 -850	-9%	-$46.9K	0.3%	89
2014 Q3	$604K	Sell	9,207 -7	-0.1%	-$469	0.46%	72
2014 Q2	$627K	Buy	9,214 +657	+8%	+$41.6K	0.48%	68
2014 Q1	$408K	Sell	8,557 -2,159	-20%	-$126K	0.37%	84
2013 Q4	$583K	Sell	10,716 -610	-5%	-$30.6K	0.47%	69
2013 Q3	$529K	Buy	11,326 +39	+0.3%	+$1.69K	0.46%	69
2013 Q2	$408K	Buy	+11,287	New	+$464K	0.3%	84

Other funds holding OKE

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

Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return