1IA
OKS

1834 Investment Advisors’s Oneok Partners LP OKS Stock Holding History

1834 Investment Advisors’s Portfolio OKS Stock Details OKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-19,980
Closed -$679K – 206
2015
Q2 		$679K Buy
19,980
+400
+2% +$15.8K 0.19% 96
2015
Q1 		$800K Buy
19,580
+3,650
+23% +$153K 0.22% 93
2014
Q4 		$631K Sell
15,930
-2,150
-12% -$102K 0.17% 100
2014
Q3 		$1.01M Hold
18,080
– – 0.28% 81
2014
Q2 		$1.06M Buy
18,080
+200
+1% +$11.1K 0.29% 82
2014
Q1 		$957K Hold
17,880
– – 0.28% 80
2013
Q4 		$941K Buy
17,880
+2,700
+18% +$142K 0.28% 82
2013
Q3 		$805K Sell
15,180
-400
-3% -$20.3K 0.26% 78
2013
Q2 		$772K Buy
+15,580
New +$819K 0.26% 79

Other funds holding OKS

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

1834 Investment Advisors's OKS Position: Q3 2015 in Review

1834 Investment Advisors sold out of Oneok Partners LP (OKS) in Q3 2015, closing a stake of 19,980 shares — an estimated $679K sold.

1834 Investment Advisors first reported a position in OKS in Q2 2013 and held it in 9 quarters. The position peaked at $1.06M in Q2 2014. 297 funds tracked by Wall St. Rank hold OKS as of Q3 2015.

  • 1834 Investment Advisors reported no remaining Oneok Partners LP position as of Q3 2015 after selling out during the quarter.
  • 1834 Investment Advisors sold 19,980 Oneok Partners LP shares in Q3 2015, an estimated $679K.
  • 1834 Investment Advisors first reported a position in Oneok Partners LP in Q2 2013 and held it in 9 quarters.
  • 1834 Investment Advisors's Oneok Partners LP position peaked at $1.06M in Q2 2014.
  • 297 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2015.

Based on 1834 Investment Advisors's 13F filing for Q3 2015, filed 10 Nov 2015.