WealthTrust-Arizona’s Oneok OKE Stock Holding History

WealthTrust-Arizona’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
2018 Q4	$5K	Buy	99 +1	+1%	+$62	﹤0.01%	480
2018 Q3	$7K	Hold	98	–	–	﹤0.01%	461
2018 Q2	$7K	Hold	98	–	–	﹤0.01%	463
2018 Q1	$6K	Hold	98	–	–	﹤0.01%	472
2017 Q4	$5K	Hold	98	–	–	﹤0.01%	497
2017 Q3	$5K	Sell	98 -1	-1%	-$54	﹤0.01%	501
2017 Q2	$5K	Buy	+99	New	+$5.12K	﹤0.01%	489

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthTrust-Arizona's OKE Position: Q4 2018 in Review

WealthTrust-Arizona increased its Oneok (OKE) stake by 1% in Q4 2018, buying an estimated $62 and bringing the position to 99 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

WealthTrust-Arizona first reported a position in OKE in Q2 2017 and has held it in 7 quarters since. The position peaked at $7K in Q3 2018. 869 funds tracked by Wall St. Rank hold OKE as of Q4 2018.

WealthTrust-Arizona held 99 shares of Oneok worth $5K as of Q4 2018.
WealthTrust-Arizona bought 1 Oneok share in Q4 2018, an estimated $62.
Oneok made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #480 holding.
WealthTrust-Arizona first reported a position in Oneok in Q2 2017 and has held it in 7 quarters since.
WealthTrust-Arizona's Oneok position peaked at $7K in Q3 2018.
869 funds tracked by Wall St. Rank held Oneok as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.