BRWA
OKS

B. Riley Wealth Advisors’s Oneok Partners LP OKS Stock Holding History

B. Riley Wealth 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
Q1 		– Sell
-3,417
Closed -$135 – 2462
2014
Q4 		$135 Buy
+3,417
New +$162K ﹤0.01% 1568
2014
Q3 		– Sell
-919
Closed -$53.9K – 2277
2014
Q2 		$53.9K Buy
+919
New +$51.2K 0.01% 999
2014
Q1 		– Sell
-3,036
Closed -$160K – 810
2013
Q4 		$160K Sell
3,036
-997
-25% -$52.6K 0.05% 415
2013
Q3 		$214K Buy
4,033
+980
+32% +$49.7K 0.07% 314
2013
Q2 		$151K Buy
+3,053
New +$161K 0.05% 428

Other funds holding OKS

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

B. Riley Wealth Advisors's OKS Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Oneok Partners LP (OKS) in Q1 2015, closing a stake of 3,417 shares — an estimated $135 sold.

B. Riley Wealth Advisors first reported a position in OKS in Q2 2013 and held it in 5 quarters. The position peaked at $214K in Q3 2013. 323 funds tracked by Wall St. Rank hold OKS as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Oneok Partners LP position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,417 Oneok Partners LP shares in Q1 2015, an estimated $135.
  • B. Riley Wealth Advisors first reported a position in Oneok Partners LP in Q2 2013 and held it in 5 quarters.
  • B. Riley Wealth Advisors's Oneok Partners LP position peaked at $214K in Q3 2013.
  • 323 funds tracked by Wall St. Rank held Oneok Partners LP as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.