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WFG Advisors’s Oneok OKE Stock Holding History

WFG Advisors’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
2017
Q2 		$144K Sell
2,753
-8,173
-75% -$423K 0.03% 446
2017
Q1 		$606K Sell
10,926
-927
-8% -$51K 0.16% 143
2016
Q4 		$680K Buy
11,853
+8,879
+299% +$466K 0.17% 158
2016
Q3 		$153K Buy
2,974
+27
+0.9% +$1.28K 0.04% 430
2016
Q2 		$140K Buy
2,947
+88
+3% +$3.49K 0.04% 418
2016
Q1 		$85K Sell
2,859
-610
-18% -$15K 0.02% 517
2015
Q4 		$86K Buy
3,469
+88
+3% +$2.64K 0.03% 508
2015
Q3 		$109K Sell
3,381
-2,220
-40% -$81.1K 0.03% 441
2015
Q2 		$221K Sell
5,601
-134
-2% -$5.94K 0.06% 318
2015
Q1 		$277K Sell
5,735
-2,614
-31% -$119K 0.08% 266
2014
Q4 		$416K Buy
8,349
+2,999
+56% +$166K 0.08% 262
2014
Q3 		$351K Buy
5,350
+219
+4% +$14.7K 0.07% 329
2014
Q2 		$349K Sell
5,131
-127
-2% -$8.03K 0.07% 333
2014
Q1 		$312K Buy
5,258
+731
+16% +$42.8K 0.06% 344
2013
Q4 		$246K Buy
4,527
+15
+0.3% +$752 0.04% 470
2013
Q3 		$211K Sell
4,512
-1,007
-18% -$43.7K 0.03% 466
2013
Q2 		$200K Buy
+5,519
New +$227K 0.03% 456

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

WFG Advisors's OKE Position: Q2 2017 in Review

WFG Advisors reduced its Oneok (OKE) stake by 75% in Q2 2017, selling an estimated $423K and leaving 2,753 shares worth $144K. The position accounts for 0.03% of the portfolio, ranked #446.

WFG Advisors first reported a position in OKE in Q2 2013 and has held it in 17 quarters since. The position peaked at $680K in Q4 2016. 616 funds tracked by Wall St. Rank hold OKE as of Q2 2017.

  • WFG Advisors held 2,753 shares of Oneok worth $144K as of Q2 2017.
  • WFG Advisors sold 8,173 Oneok shares in Q2 2017, an estimated $423K.
  • Oneok made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #446 holding.
  • WFG Advisors first reported a position in Oneok in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Oneok position peaked at $680K in Q4 2016.
  • 616 funds tracked by Wall St. Rank held Oneok as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.