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 $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return