CAL
OKS

Capital Advisors Ltd’s Oneok Partners LP OKS Stock Holding History

Capital Advisors Ltd’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
2016
Q2 		– Sell
-630
Closed -$20K – 357
2016
Q1 		$20K Hold
630
– – 0.01% 235
2015
Q4 		$19K Sell
630
-2,276
-78% -$69.1K 0.01% 231
2015
Q3 		$85K Hold
2,906
– – 0.05% 150
2015
Q2 		$99K Hold
2,906
– – 0.05% 136
2015
Q1 		$119K Hold
2,906
– – 0.06% 124
2014
Q4 		$115K Hold
2,906
– – 0.06% 116
2014
Q3 		$162K Hold
2,906
– – 0.09% 108
2014
Q2 		$170K Hold
2,906
– – 0.1% 110
2014
Q1 		$156K Buy
+2,906
New +$154K 0.09% 115

Other funds holding OKS

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
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
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return