CA
OKS

Cumberland Advisors’s Oneok Partners LP OKS Stock Holding History

Cumberland Advisors’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
2015
Q4 		– Sell
-500
Closed -$15K – 67
2015
Q3 		$15K Sell
500
-450
-47% -$14.6K 0.01% 40
2015
Q2 		$32K Hold
950
– – 0.02% 54
2015
Q1 		$39K Hold
950
– – 0.02% 53
2014
Q4 		$38K Buy
950
+100
+12% +$4.74K 0.02% 58
2014
Q3 		$48K Buy
850
+400
+89% +$22.8K 0.03% 50
2014
Q2 		$26K Buy
+450
New +$25.1K 0.02% 44

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 $761B AUM 31.28% 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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.01B AUM 30.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return