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West Coast Financial’s Oneok OKE Stock Holding History

West Coast Financial’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
2014
Q2 		– Sell
-37,395
Closed -$2.22M – 91
2014
Q1 		$2.22M Sell
37,395
-9,250
-20% -$541K 1.12% 44
2013
Q4 		$2.54M Sell
46,645
-807
-2% -$40.5K 1.31% 42
2013
Q3 		$2.21M Sell
47,452
-821
-2% -$35.6K 1.23% 45
2013
Q2 		$1.75M Buy
+48,273
New +$1.99M 0.95% 53

Other funds holding OKE

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

West Coast Financial's OKE Position: Q2 2014 in Review

West Coast Financial sold out of Oneok (OKE) in Q2 2014, closing a stake of 37,395 shares — an estimated $2.22M sold.

West Coast Financial first reported a position in OKE in Q2 2013 and held it in 4 quarters. The position peaked at $2.54M in Q4 2013. 505 funds tracked by Wall St. Rank hold OKE as of Q2 2014.

  • West Coast Financial reported no remaining Oneok position as of Q2 2014 after selling out during the quarter.
  • West Coast Financial sold 37,395 Oneok shares in Q2 2014, an estimated $2.22M.
  • West Coast Financial first reported a position in Oneok in Q2 2013 and held it in 4 quarters.
  • West Coast Financial's Oneok position peaked at $2.54M in Q4 2013.
  • 505 funds tracked by Wall St. Rank held Oneok as of Q2 2014.

Based on West Coast Financial's 13F filing for Q2 2014, filed 6 Aug 2014.