Capital Analysts LLC
OKS

Capital Analysts LLC’s Oneok Partners LP OKS Stock Holding History

Capital Analysts LLC’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
Q4 		– Sell
-19
Closed -$759 – 415
2016
Q3 		$759 Buy
+19
New +$759 ﹤0.01% 371
2015
Q1 		– Sell
-418
Closed -$16.6K – 420
2014
Q4 		$16.6K Hold
418
– – ﹤0.01% 330
2014
Q3 		$23.4K Hold
418
– – 0.01% 304
2014
Q2 		$24.5K Hold
418
– – 0.01% 290
2014
Q1 		$22.4K Buy
+418
New +$22.2K 0.01% 275

Other funds holding OKS

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
ALPS Advisors
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Analysts LLC's OKS Position: Q4 2016 in Review

Capital Analysts LLC sold out of Oneok Partners LP (OKS) in Q4 2016, closing a stake of 19 shares — an estimated $759 sold.

Capital Analysts LLC first reported a position in OKS in Q1 2014 and held it in 5 quarters. The position peaked at $24.5K in Q2 2014. 334 funds tracked by Wall St. Rank hold OKS as of Q4 2016.

  • Capital Analysts LLC reported no remaining Oneok Partners LP position as of Q4 2016 after selling out during the quarter.
  • Capital Analysts LLC sold 19 Oneok Partners LP shares in Q4 2016, an estimated $759.
  • Capital Analysts LLC first reported a position in Oneok Partners LP in Q1 2014 and held it in 5 quarters.
  • Capital Analysts LLC's Oneok Partners LP position peaked at $24.5K in Q2 2014.
  • 334 funds tracked by Wall St. Rank held Oneok Partners LP as of Q4 2016.

Based on Capital Analysts LLC's 13F filing for Q4 2016, filed 10 Feb 2017.