CAG
OKS

Crestwood Advisors Group’s Oneok Partners LP OKS Stock Holding History

Crestwood Advisors Group’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
Q2 		– Sell
-1,009
Closed -$51K – 509
2017
Q1 		$51K Buy
+1,009
New +$50.4K ﹤0.01% 254
2016
Q1 		– Sell
-27,577
Closed -$831K – 158
2015
Q4 		$831K Sell
27,577
-87,633
-76% -$2.66M 0.1% 78
2015
Q3 		$3.37M Sell
115,210
-11,426
-9% -$370K 0.44% 50
2015
Q2 		$4.31M Buy
126,636
+12,339
+11% +$488K 0.57% 46
2015
Q1 		$4.67M Buy
114,297
+16,176
+16% +$676K 0.67% 46
2014
Q4 		$3.89M Sell
98,121
-26,242
-21% -$1.24M 0.59% 46
2014
Q3 		$6.96M Sell
124,363
-2,754
-2% -$157K 1.09% 43
2014
Q2 		$7.45M Sell
127,117
-1,533
-1% -$85.4K 1.19% 41
2014
Q1 		$6.89M Buy
128,650
+1,654
+1% +$87.8K 1.13% 43
2013
Q4 		$6.69M Buy
126,996
+1,856
+1% +$97.9K 1.07% 42
2013
Q3 		$6.63M Buy
125,140
+8,429
+7% +$427K 1.16% 38
2013
Q2 		$5.78M Buy
+116,711
New +$6.14M 1.07% 41

Other funds holding OKS

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Crestwood Advisors Group's OKS Position: Q2 2017 in Review

Crestwood Advisors Group sold out of Oneok Partners LP (OKS) in Q2 2017, closing a stake of 1,009 shares — an estimated $51K sold.

Crestwood Advisors Group first reported a position in OKS in Q2 2013 and held it in 12 quarters. The position peaked at $7.45M in Q2 2014. 315 funds tracked by Wall St. Rank hold OKS as of Q2 2017.

  • Crestwood Advisors Group reported no remaining Oneok Partners LP position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 1,009 Oneok Partners LP shares in Q2 2017, an estimated $51K.
  • Crestwood Advisors Group first reported a position in Oneok Partners LP in Q2 2013 and held it in 12 quarters.
  • Crestwood Advisors Group's Oneok Partners LP position peaked at $7.45M in Q2 2014.
  • 315 funds tracked by Wall St. Rank held Oneok Partners LP as of Q2 2017.

Based on Crestwood Advisors Group's 13F filing for Q2 2017, filed 31 Jul 2017.