BAM
OKS

Bruderman Asset Management’s Oneok Partners LP OKS Stock Holding History

Bruderman Asset 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
2017
Q1 		– Sell
-560
Closed -$24K – 360
2016
Q4 		$24K Sell
560
-760
-58% -$31.5K 0.01% 266
2016
Q3 		$53K Hold
1,320
– – 0.02% 200
2016
Q2 		$53K Hold
1,320
– – 0.02% 197
2016
Q1 		$41K Hold
1,320
– – 0.01% 214
2015
Q4 		$40K Hold
1,320
– – 0.02% 231
2015
Q3 		$39K Hold
1,320
– – 0.02% 230
2015
Q2 		$45K Buy
1,320
+300
+29% +$11.9K 0.02% 232
2015
Q1 		$42K Buy
+1,020
New +$42.6K 0.02% 232

Other funds holding OKS

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Bruderman Asset Management's OKS Position: Q1 2017 in Review

Bruderman Asset Management sold out of Oneok Partners LP (OKS) in Q1 2017, closing a stake of 560 shares — an estimated $24K sold.

Bruderman Asset Management first reported a position in OKS in Q1 2015 and held it in 8 quarters. The position peaked at $53K in Q3 2016. 368 funds tracked by Wall St. Rank hold OKS as of Q1 2017.

  • Bruderman Asset Management reported no remaining Oneok Partners LP position as of Q1 2017 after selling out during the quarter.
  • Bruderman Asset Management sold 560 Oneok Partners LP shares in Q1 2017, an estimated $24K.
  • Bruderman Asset Management first reported a position in Oneok Partners LP in Q1 2015 and held it in 8 quarters.
  • Bruderman Asset Management's Oneok Partners LP position peaked at $53K in Q3 2016.
  • 368 funds tracked by Wall St. Rank held Oneok Partners LP as of Q1 2017.

Based on Bruderman Asset Management's 13F filing for Q1 2017, filed 9 May 2017.