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 $9.84B AUM 26.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
AA
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
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cumberland Advisors's OKS Position: Q4 2015 in Review

Cumberland Advisors sold out of Oneok Partners LP (OKS) in Q4 2015, closing a stake of 500 shares — an estimated $15K sold.

Cumberland Advisors first reported a position in OKS in Q2 2014 and held it in 6 quarters. The position peaked at $48K in Q3 2014. 277 funds tracked by Wall St. Rank hold OKS as of Q4 2015.

  • Cumberland Advisors reported no remaining Oneok Partners LP position as of Q4 2015 after selling out during the quarter.
  • Cumberland Advisors sold 500 Oneok Partners LP shares in Q4 2015, an estimated $15K.
  • Cumberland Advisors first reported a position in Oneok Partners LP in Q2 2014 and held it in 6 quarters.
  • Cumberland Advisors's Oneok Partners LP position peaked at $48K in Q3 2014.
  • 277 funds tracked by Wall St. Rank held Oneok Partners LP as of Q4 2015.

Based on Cumberland Advisors's 13F filing for Q4 2015, filed 20 Jan 2016.