WIL
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Winifred I. Li’s Oneok OKE Stock Holding History

Winifred I. Li’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
Q4 		$105K Buy
2,105
+5
+0.2% +$276 0.1% 181
2014
Q3 		$138K Hold
2,100
– – 0.13% 145
2014
Q2 		$143K Buy
+2,100
New +$133K 0.12% 153

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Winifred I. Li's OKE Position: Q4 2014 in Review

Winifred I. Li increased its Oneok (OKE) stake by 0.24% in Q4 2014, buying an estimated $276 and bringing the position to 2,105 shares worth $105K. The position accounts for 0.1% of the portfolio, ranked #181.

Winifred I. Li first reported a position in OKE in Q2 2014 and has held it in 3 quarters since. The position peaked at $143K in Q2 2014. 508 funds tracked by Wall St. Rank hold OKE as of Q4 2014.

  • Winifred I. Li held 2,105 shares of Oneok worth $105K as of Q4 2014.
  • Winifred I. Li bought 5 Oneok shares in Q4 2014, an estimated $276.
  • Oneok made up 0.1% of Winifred I. Li's portfolio in Q4 2014, its #181 holding.
  • Winifred I. Li first reported a position in Oneok in Q2 2014 and has held it in 3 quarters since.
  • Winifred I. Li's Oneok position peaked at $143K in Q2 2014.
  • 508 funds tracked by Wall St. Rank held Oneok as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.