WAM
OKE icon

Weatherly Asset Management’s Oneok OKE Stock Holding History

Weatherly Asset 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
2019
Q3 		– Sell
-3,516
Closed -$242K – 185
2019
Q2 		$242K Buy
3,516
+57
+2% +$3.84K 0.05% 179
2019
Q1 		$242K Buy
+3,459
New +$224K 0.05% 171
2018
Q4 		– Sell
-3,889
Closed -$264K – 187
2018
Q3 		$264K Hold
3,889
– – 0.05% 174
2018
Q2 		$272K Hold
3,889
– – 0.06% 166
2018
Q1 		$221K Hold
3,889
– – 0.05% 186
2017
Q4 		$208K Hold
3,889
– – 0.05% 196
2017
Q3 		$215K Buy
+3,889
New +$210K 0.06% 176

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return