TrueWealth LLC’s OGE Energy OGE Stock Holding History

TrueWealth LLC’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 Q1	–	Sell	-133	Closed	-$4K	–	883
2017 Q4	$4K	Buy	+133	New	+$4.7K	﹤0.01%	714

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

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

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

DPIM

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

Norges Bank Oslo, Norway $1T AUM

TrueWealth LLC's OGE Position: Q1 2018 in Review

TrueWealth LLC sold out of OGE Energy (OGE) in Q1 2018, closing a stake of 133 shares — an estimated $4K sold.

TrueWealth LLC first reported a position in OGE in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 420 funds tracked by Wall St. Rank hold OGE as of Q1 2018.

TrueWealth LLC reported no remaining OGE Energy position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 133 OGE Energy shares in Q1 2018, an estimated $4K.
TrueWealth LLC first reported a position in OGE Energy in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's OGE Energy position peaked at $4K in Q4 2017.
420 funds tracked by Wall St. Rank held OGE Energy as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.