AA
OKS

Apriem Advisors’s Oneok Partners LP OKS Stock Holding History

Apriem 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
Q4 		– Sell
-999
Closed -$29K – 587
2015
Q3 		$29K Hold
999
– – 0.01% 248
2015
Q2 		$34K Hold
999
– – 0.01% 247
2015
Q1 		$41K Hold
999
– – 0.01% 224
2014
Q4 		$40K Sell
999
-900
-47% -$42.7K 0.01% 213
2014
Q3 		$106K Sell
1,899
-500
-21% -$28.5K 0.04% 139
2014
Q2 		$141K Hold
2,399
– – 0.05% 131
2014
Q1 		$128K Hold
2,399
– – 0.05% 144
2013
Q4 		$126K Buy
2,399
+400
+20% +$21.1K 0.05% 132
2013
Q3 		$106K Hold
1,999
– – 0.05% 147
2013
Q2 		$99K Buy
+1,999
New +$105K 0.05% 144

Other funds holding OKS

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
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
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Apriem Advisors's OKS Position: Q4 2015 in Review

Apriem Advisors sold out of Oneok Partners LP (OKS) in Q4 2015, closing a stake of 999 shares — an estimated $29K sold.

Apriem Advisors first reported a position in OKS in Q2 2013 and held it in 10 quarters. The position peaked at $141K in Q2 2014. 277 funds tracked by Wall St. Rank hold OKS as of Q4 2015.

  • Apriem Advisors reported no remaining Oneok Partners LP position as of Q4 2015 after selling out during the quarter.
  • Apriem Advisors sold 999 Oneok Partners LP shares in Q4 2015, an estimated $29K.
  • Apriem Advisors first reported a position in Oneok Partners LP in Q2 2013 and held it in 10 quarters.
  • Apriem Advisors's Oneok Partners LP position peaked at $141K in Q2 2014.
  • 277 funds tracked by Wall St. Rank held Oneok Partners LP as of Q4 2015.

Based on Apriem Advisors's 13F filing for Q4 2015, filed 9 Feb 2016.