YorkBridge Wealth Partners’s OGE Energy OGE Stock Holding History

YorkBridge Wealth Partners’s Portfolio OGE Stock Details OGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,402	Closed	-$60K	–	506
2019 Q2	$60K	Hold	1,402	–	–	0.03%	351
2019 Q1	$60K	Hold	1,402	–	–	0.03%	342
2018 Q4	$55K	Hold	1,402	–	–	0.03%	324
2018 Q3	$51K	Hold	1,402	–	–	0.02%	354
2018 Q2	$49K	Hold	1,402	–	–	0.02%	366
2018 Q1	$44K	Hold	1,402	–	–	0.02%	381
2017 Q4	$43K	Hold	1,402	–	–	0.02%	389
2017 Q3	$51K	Hold	1,402	–	–	0.03%	376
2017 Q2	$49K	Hold	1,402	–	–	0.03%	375
2017 Q1	$48K	Hold	1,402	–	–	0.03%	376
2016 Q4	$44K	Buy	+1,402	New	+$44.3K	0.03%	371

Other funds holding OGE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

YorkBridge Wealth Partners's OGE Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of OGE Energy (OGE) in Q3 2019, closing a stake of 1,402 shares — an estimated $60K sold.

YorkBridge Wealth Partners first reported a position in OGE in Q4 2016 and held it in 11 quarters. The position peaked at $60K in Q2 2019. 463 funds tracked by Wall St. Rank hold OGE as of Q3 2019.

YorkBridge Wealth Partners reported no remaining OGE Energy position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,402 OGE Energy shares in Q3 2019, an estimated $60K.
YorkBridge Wealth Partners first reported a position in OGE Energy in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's OGE Energy position peaked at $60K in Q2 2019.
463 funds tracked by Wall St. Rank held OGE Energy as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.