YorkBridge Wealth Partners’s Oneok OKE Stock Holding History

YorkBridge Wealth Partners’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	-509	Closed	-$35K	–	507
2019 Q2	$35K	Sell	509 -60	-11%	-$4.04K	0.02%	409
2019 Q1	$40K	Buy	569 +153	+37%	+$9.91K	0.02%	382
2018 Q4	$22K	Buy	416 +133	+47%	+$8.26K	0.01%	443
2018 Q3	$20K	Buy	+283	New	+$19.4K	0.01%	523
2017 Q4	–	Sell	-160	Closed	-$9K	–	893
2017 Q3	$9K	Hold	160	–	–	﹤0.01%	649
2017 Q2	$8K	Buy	+160	New	+$8.28K	﹤0.01%	658

Other funds holding OKE

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Oneok (OKE) in Q3 2019, closing a stake of 509 shares — an estimated $35K sold.

YorkBridge Wealth Partners first reported a position in OKE in Q2 2017 and held it in 6 quarters. The position peaked at $40K in Q1 2019. 929 funds tracked by Wall St. Rank hold OKE as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Oneok position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 509 Oneok shares in Q3 2019, an estimated $35K.
YorkBridge Wealth Partners first reported a position in Oneok in Q2 2017 and held it in 6 quarters.
YorkBridge Wealth Partners's Oneok position peaked at $40K in Q1 2019.
929 funds tracked by Wall St. Rank held Oneok as of Q3 2019.

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