CWP
OKS

Capital Wealth Planning’s Oneok Partners LP OKS Stock Holding History

Capital Wealth Planning’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
2014
Q1 		– Sell
-10,000
Closed -$574K – 140
2013
Q4 		$574K Buy
+10,000
New +$527K 0.69% 23

Other funds holding OKS

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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 $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Capital Wealth Planning's OKS Position: Q1 2014 in Review

Capital Wealth Planning sold out of Oneok Partners LP (OKS) in Q1 2014, closing a stake of 10,000 shares — an estimated $574K sold.

Capital Wealth Planning first reported a position in OKS in Q4 2013 and held it in 1 quarter. The position peaked at $574K in Q4 2013. 325 funds tracked by Wall St. Rank hold OKS as of Q1 2014.

  • Capital Wealth Planning reported no remaining Oneok Partners LP position as of Q1 2014 after selling out during the quarter.
  • Capital Wealth Planning sold 10,000 Oneok Partners LP shares in Q1 2014, an estimated $574K.
  • Capital Wealth Planning first reported a position in Oneok Partners LP in Q4 2013 and held it in 1 quarter.
  • Capital Wealth Planning's Oneok Partners LP position peaked at $574K in Q4 2013.
  • 325 funds tracked by Wall St. Rank held Oneok Partners LP as of Q1 2014.

Based on Capital Wealth Planning's 13F filing for Q1 2014, filed 16 May 2014.