AWMS
OKS

Advocacy Wealth Management Services’s Oneok Partners LP OKS Stock Holding History

Advocacy Wealth Management Services’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
2017
Q2 		– Sell
-100
Closed -$5K – 314
2017
Q1 		$5K Hold
100
– – ﹤0.01% 265
2016
Q4 		$4K Hold
100
– – ﹤0.01% 264
2016
Q3 		$4K Sell
100
-8,789
-99% -$351K ﹤0.01% 338
2016
Q2 		$356K Sell
8,889
-6,469
-42% -$237K 0.18% 47
2016
Q1 		$482K Sell
15,358
-4,996
-25% -$141K 0.33% 48
2015
Q4 		$609K Buy
+20,354
New +$618K 0.69% 40

Other funds holding OKS

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Advocacy Wealth Management Services's OKS Position: Q2 2017 in Review

Advocacy Wealth Management Services sold out of Oneok Partners LP (OKS) in Q2 2017, closing a stake of 100 shares — an estimated $5K sold.

Advocacy Wealth Management Services first reported a position in OKS in Q4 2015 and held it in 6 quarters. The position peaked at $609K in Q4 2015. 315 funds tracked by Wall St. Rank hold OKS as of Q2 2017.

  • Advocacy Wealth Management Services reported no remaining Oneok Partners LP position as of Q2 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 100 Oneok Partners LP shares in Q2 2017, an estimated $5K.
  • Advocacy Wealth Management Services first reported a position in Oneok Partners LP in Q4 2015 and held it in 6 quarters.
  • Advocacy Wealth Management Services's Oneok Partners LP position peaked at $609K in Q4 2015.
  • 315 funds tracked by Wall St. Rank held Oneok Partners LP as of Q2 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2017, filed 18 Jul 2017.