BFM
OKS

Boston Financial Management’s Oneok Partners LP OKS Stock Holding History

Boston Financial 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
Q4 		– Sell
-49,750
Closed -$1.46M – 190
2015
Q3 		$1.46M Sell
49,750
-10,770
-18% -$348K 0.21% 118
2015
Q2 		$2.06M Buy
60,520
+2,985
+5% +$118K 0.26% 107
2015
Q1 		$2.35M Buy
57,535
+7,535
+15% +$315K 0.29% 100
2014
Q4 		$1.98M Buy
50,000
+13,335
+36% +$632K 0.25% 111
2014
Q3 		$2.05M Sell
36,665
-160
-0.4% -$9.12K 0.27% 107
2014
Q2 		$2.16M Sell
36,825
-490
-1% -$27.3K 0.28% 102
2014
Q1 		$2M Buy
37,315
+4,575
+14% +$243K 0.27% 105
2013
Q4 		$1.72M Buy
32,740
+3,170
+11% +$167K 0.24% 111
2013
Q3 		$1.57M Buy
29,570
+360
+1% +$18.3K 0.24% 110
2013
Q2 		$1.45M Buy
+29,210
New +$1.54M 0.22% 114

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

Boston Financial Management's OKS Position: Q4 2015 in Review

Boston Financial Management sold out of Oneok Partners LP (OKS) in Q4 2015, closing a stake of 49,750 shares — an estimated $1.46M sold.

Boston Financial Management first reported a position in OKS in Q2 2013 and held it in 10 quarters. The position peaked at $2.35M in Q1 2015. 277 funds tracked by Wall St. Rank hold OKS as of Q4 2015.

  • Boston Financial Management reported no remaining Oneok Partners LP position as of Q4 2015 after selling out during the quarter.
  • Boston Financial Management sold 49,750 Oneok Partners LP shares in Q4 2015, an estimated $1.46M.
  • Boston Financial Management first reported a position in Oneok Partners LP in Q2 2013 and held it in 10 quarters.
  • Boston Financial Management's Oneok Partners LP position peaked at $2.35M in Q1 2015.
  • 277 funds tracked by Wall St. Rank held Oneok Partners LP as of Q4 2015.

Based on Boston Financial Management's 13F filing for Q4 2015, filed 2 Feb 2016.