BRWM
OKS

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

B. Riley Wealth Management’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
Q3 		– Sell
-4,000
Closed -$136K – 947
2015
Q2 		$136K Buy
4,000
+3,400
+567% +$135K 0.11% 227
2015
Q1 		$24K Hold
600
– – 0.02% 562
2014
Q4 		$23K Buy
600
+300
+100% +$14.2K 0.02% 562
2014
Q3 		$16K Hold
300
– – 0.01% 673
2014
Q2 		$17K Sell
300
-2,700
-90% -$150K 0.01% 707
2014
Q1 		$161K Buy
+3,000
New +$159K 0.12% 232

Other funds holding OKS

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

B. Riley Wealth Management's OKS Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Oneok Partners LP (OKS) in Q3 2015, closing a stake of 4,000 shares — an estimated $136K sold.

B. Riley Wealth Management first reported a position in OKS in Q1 2014 and held it in 6 quarters. The position peaked at $161K in Q1 2014. 297 funds tracked by Wall St. Rank hold OKS as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Oneok Partners LP position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 4,000 Oneok Partners LP shares in Q3 2015, an estimated $136K.
  • B. Riley Wealth Management first reported a position in Oneok Partners LP in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Oneok Partners LP position peaked at $161K in Q1 2014.
  • 297 funds tracked by Wall St. Rank held Oneok Partners LP as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.