BPBT
OKS

Boston Private Bank & Trust’s Oneok Partners LP OKS Stock Holding History

Boston Private Bank & Trust’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 		$175K Hold
4,280
– – 0.01% 411
2014
Q4 		$170K Hold
4,280
– – 0.01% 419
2014
Q3 		$240K Hold
4,280
– – 0.01% 372
2014
Q2 		$251K Sell
4,280
-1,680
-28% -$93.6K 0.01% 366
2014
Q1 		$319K Hold
5,960
– – 0.02% 343
2013
Q4 		$314K Buy
5,960
+1,680
+39% +$88.6K 0.02% 345
2013
Q3 		$227K Hold
4,280
– – 0.01% 367
2013
Q2 		$212K Buy
+4,280
New +$225K 0.01% 362

Other funds holding OKS

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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 $3.77B AUM 23.82% 1-Year Est. Return

Boston Private Bank & Trust's OKS Position: Q1 2015 in Review

Boston Private Bank & Trust held its Oneok Partners LP (OKS) position steady in Q1 2015 at 4,280 shares worth $175K. The position accounts for 0.01% of the portfolio, ranked #411.

Boston Private Bank & Trust first reported a position in OKS in Q2 2013 and has held it in 8 quarters since. The position peaked at $319K in Q1 2014. 324 funds tracked by Wall St. Rank hold OKS as of Q1 2015.

  • Boston Private Bank & Trust held 4,280 shares of Oneok Partners LP worth $175K as of Q1 2015.
  • Boston Private Bank & Trust left its Oneok Partners LP share count unchanged in Q1 2015.
  • Oneok Partners LP made up 0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #411 holding.
  • Boston Private Bank & Trust first reported a position in Oneok Partners LP in Q2 2013 and has held it in 8 quarters since.
  • Boston Private Bank & Trust's Oneok Partners LP position peaked at $319K in Q1 2014.
  • 324 funds tracked by Wall St. Rank held Oneok Partners LP as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.