BFA
OKS

Beaumont Financial Advisors’s Oneok Partners LP OKS Stock Holding History

Beaumont Financial 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
2014
Q4 		– Sell
-4,000
Closed -$224K – 175
2014
Q3 		$224K Hold
4,000
– – 0.01% 149
2014
Q2 		$234K Hold
4,000
– – 0.02% 153
2014
Q1 		$214K Hold
4,000
– – 0.02% 125
2013
Q4 		$211K Hold
4,000
– – 0.02% 137
2013
Q3 		$212K Buy
+4,000
New +$203K 0.02% 140

Other funds holding OKS

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beaumont Financial Advisors's OKS Position: Q4 2014 in Review

Beaumont Financial Advisors sold out of Oneok Partners LP (OKS) in Q4 2014, closing a stake of 4,000 shares — an estimated $224K sold.

Beaumont Financial Advisors first reported a position in OKS in Q3 2013 and held it in 5 quarters. The position peaked at $234K in Q2 2014. 317 funds tracked by Wall St. Rank hold OKS as of Q4 2014.

  • Beaumont Financial Advisors reported no remaining Oneok Partners LP position as of Q4 2014 after selling out during the quarter.
  • Beaumont Financial Advisors sold 4,000 Oneok Partners LP shares in Q4 2014, an estimated $224K.
  • Beaumont Financial Advisors first reported a position in Oneok Partners LP in Q3 2013 and held it in 5 quarters.
  • Beaumont Financial Advisors's Oneok Partners LP position peaked at $234K in Q2 2014.
  • 317 funds tracked by Wall St. Rank held Oneok Partners LP as of Q4 2014.

Based on Beaumont Financial Advisors's 13F filing for Q4 2014, filed 28 Jan 2015.