AIA
OKS

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

Allegis 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
2017
Q2 		– Sell
-7,038
Closed -$380K – 308
2017
Q1 		$380K Hold
7,038
– – 0.1% 179
2016
Q4 		$303K Buy
+7,038
New +$292K 0.1% 184
2016
Q1 		– Sell
-4,066
Closed -$123K – 1076
2015
Q4 		$123K Buy
+4,066
New +$123K 0.07% 198

Other funds holding OKS

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ALPS Advisors
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
Kayne Anderson Capital Advisors
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
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Allegis Investment Advisors's OKS Position: Q2 2017 in Review

Allegis Investment Advisors sold out of Oneok Partners LP (OKS) in Q2 2017, closing a stake of 7,038 shares — an estimated $380K sold.

Allegis Investment Advisors first reported a position in OKS in Q4 2015 and held it in 3 quarters. The position peaked at $380K in Q1 2017. 315 funds tracked by Wall St. Rank hold OKS as of Q2 2017.

  • Allegis Investment Advisors reported no remaining Oneok Partners LP position as of Q2 2017 after selling out during the quarter.
  • Allegis Investment Advisors sold 7,038 Oneok Partners LP shares in Q2 2017, an estimated $380K.
  • Allegis Investment Advisors first reported a position in Oneok Partners LP in Q4 2015 and held it in 3 quarters.
  • Allegis Investment Advisors's Oneok Partners LP position peaked at $380K in Q1 2017.
  • 315 funds tracked by Wall St. Rank held Oneok Partners LP as of Q2 2017.

Based on Allegis Investment Advisors's 13F filing for Q2 2017, filed 3 Aug 2017.